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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 | $45,454 | $71,878-36.8% | $86,698-47.6% | $68,486-33.6% |
| Participation rate | 56.8% | 72.2%-15.4pp | 76.6%-19.8pp | 67.9%-11.1pp |
| Annual return | -20.01% | 3.53%-23.5pp | 35.95%-56.0pp | -7.85%-12.2pp |
| Employer contribution / active EE | $972 | $2,173-55.3% | $2,837-65.7% | $2,597-62.6% |
| Participant deferral / active EE | $3,068 | $3,779-18.8% | $4,656-34.1% | $4,028-23.8% |
| Admin fee / account holder | $1,779 | $6,113-70.9% | $7,493-76.3% | $5,404-67.1% |