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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 | $52,523 | $71,873-26.9% | $86,698-39.4% | $68,490-23.3% |
| Participation rate | 62.5% | 72.2%-9.7pp | 76.6%-14.1pp | 67.9%-5.4pp |
| Annual return | -19.06% | 3.54%-22.6pp | 35.96%-55.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $750 | $2,173-65.5% | $2,837-73.6% | $2,597-71.1% |
| Participant deferral / active EE | $1,746 | $3,779-53.8% | $4,656-62.5% | $4,028-56.7% |
| Admin fee / account holder | $8,466 | $6,110+38.5% | $7,492+13.0% | $5,403+56.7% |