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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 | $47,560 | $50,947-6.6% | $74,549-36.2% | $64,173-25.9% |
| Participation rate | 53.8% | 61.1%-7.2pp | 69.1%-15.3pp | 69.6%-15.7pp |
| Annual return | -9.82% | -1.85%-8.0pp | 32.53%-42.4pp | 7.63%-17.5pp |
| Employer contribution / active EE | $759 | $1,115-31.9% | $1,961-61.3% | $2,381-68.1% |
| Participant deferral / active EE | $1,849 | $2,302-19.6% | $3,108-40.5% | $3,470-46.7% |
| Admin fee / account holder | $1,790 | $4,221-57.6% | $5,059-64.6% | $4,887-63.4% |