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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 | $48,634 | $43,338+12.2% | $59,887-18.8% | $64,173-24.2% |
| Participation rate | 37.8% | 69.2%-31.3pp | 74.7%-36.9pp | 69.6%-31.7pp |
| Annual return | -8.72% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $973 | $2,030-52.0% | $2,722-64.2% | $2,381-59.1% |
| Participant deferral / active EE | $1,554 | $2,547-39.0% | $3,402-54.3% | $3,470-55.2% |
| Admin fee / account holder | $2,254 | $3,007-25.0% | $3,591-37.2% | $4,887-53.9% |