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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 | $46,878 | $59,819-21.6% | $79,583-41.1% | $68,490-31.6% |
| Participation rate | 14.8% | 61.1%-46.3pp | 69.5%-54.7pp | 67.9%-53.1pp |
| Annual return | -23.24% | -12.30%-10.9pp | 0.16%-23.4pp | -7.85%-15.4pp |
| Employer contribution / active EE | $521 | $1,505-65.4% | $2,414-78.4% | $2,597-79.9% |
| Participant deferral / active EE | $2,050 | $3,025-32.2% | $3,986-48.6% | $4,028-49.1% |
| Admin fee / account holder | $1,225 | $4,835-74.7% | $6,835-82.1% | $5,403-77.3% |