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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 | $47,000 | $62,586-24.9% | $76,766-38.8% | $64,181-26.8% |
| Participation rate | 63.2% | 72.8%-9.6pp | 77.0%-13.7pp | 69.6%-6.4pp |
| Annual return | -9.89% | -1.95%-7.9pp | 2.43%-12.3pp | 7.63%-17.5pp |
| Employer contribution / active EE | $1,381 | $1,832-24.6% | $2,485-44.4% | $2,381-42.0% |
| Participant deferral / active EE | $2,394 | $3,145-23.9% | $3,851-37.8% | $3,470-31.0% |
| Admin fee / account holder | $1,074 | $4,667-77.0% | $6,675-83.9% | $4,887-78.0% |