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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 | $47,047 | $93,064-49.4% | $74,577-36.9% | $273,972-82.8% |
| Participation rate | 64.7% | 74.9%-10.2pp | 68.1%-3.4pp | 83.0%-18.3pp |
| Annual return | -1.69% | 26.18%-27.9pp | 20.47%-22.2pp | 41.46%-43.1pp |
| Employer contribution / active EE | $323 | $3,160-89.8% | $2,525-87.2% | $4,869-93.4% |
| Participant deferral / active EE | $2,964 | $4,160-28.8% | $3,458-14.3% | $5,287-43.9% |
| Admin fee / account holder | $1,279 | $5,273-75.7% | $4,138-69.1% | $10,133-87.4% |