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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 | $55,983 | $62,586-10.6% | $76,766-27.1% | $64,181-12.8% |
| Participation rate | 48.8% | 72.8%-24.0pp | 77.0%-28.1pp | 69.6%-20.7pp |
| Annual return | -10.47% | -1.95%-8.5pp | 2.43%-12.9pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,235 | $1,832-32.6% | $2,485-50.3% | $2,381-48.1% |
| Participant deferral / active EE | $2,681 | $3,145-14.7% | $3,851-30.4% | $3,470-22.7% |
| Admin fee / account holder | $778 | $4,667-83.3% | $6,675-88.3% | $4,887-84.1% |