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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 | $51,433 | $43,075+19.4% | $74,577-31.0% | $62,881-18.2% |
| Participation rate | 39.0% | 58.1%-19.0pp | 68.1%-29.1pp | 69.3%-30.3pp |
| Annual return | -8.81% | 17.50%-26.3pp | 20.47%-29.3pp | 20.14%-28.9pp |
| Employer contribution / active EE | $543 | $1,498-63.8% | $2,525-78.5% | $2,281-76.2% |
| Participant deferral / active EE | $943 | $2,389-60.5% | $3,458-72.7% | $3,203-70.6% |
| Admin fee / account holder | $1,737 | $2,840-38.8% | $4,138-58.0% | $4,296-59.6% |