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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 | $51,654 | $49,280+4.8% | $67,313-23.3% | $64,173-19.5% |
| Participation rate | 29.8% | 60.8%-31.0pp | 69.1%-39.3pp | 69.6%-39.8pp |
| Annual return | -9.03% | -1.39%-7.6pp | -4.08%-4.9pp | 7.63%-16.7pp |
| Employer contribution / active EE | $589 | $1,668-64.7% | $2,566-77.1% | $2,381-75.3% |
| Participant deferral / active EE | $1,171 | $2,484-52.9% | $3,568-67.2% | $3,470-66.2% |
| Admin fee / account holder | $1,184 | $3,863-69.3% | $4,507-73.7% | $4,887-75.8% |