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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,931 | $81,331-34.9% | $155,534-66.0% | $80,935-34.6% |
| Participation rate | 49.5% | 66.3%-16.8pp | 78.2%-28.7pp | 67.7%-18.2pp |
| Annual return | -7.72% | 33.37%-41.1pp | 64.92%-72.6pp | 35.66%-43.4pp |
| Employer contribution / active EE | $753 | $3,105-75.7% | $4,675-83.9% | $2,757-72.7% |
| Participant deferral / active EE | $4,654 | $3,454+34.7% | $5,630-17.3% | $4,299+8.2% |
| Admin fee / account holder | $7,510 | $7,999-6.1% | $15,900-52.8% | $6,924+8.5% |