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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 | $46,444 | $73,009-36.4% | $90,756-48.8% | $68,495-32.2% |
| Participation rate | 57.1% | 70.8%-13.7pp | 75.7%-18.5pp | 67.9%-10.7pp |
| Annual return | -20.16% | -13.81%-6.4pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $564 | $2,193-74.3% | $2,922-80.7% | $2,596-78.3% |
| Participant deferral / active EE | $2,215 | $3,626-38.9% | $4,565-51.5% | $4,028-45.0% |
| Admin fee / account holder | $2,796 | $5,896-52.6% | $8,445-66.9% | $5,403-48.3% |