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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 | $45,827 | $59,186-22.6% | $76,768-40.3% | $56,287-18.6% |
| Participation rate | 31.2% | 75.2%-44.0pp | 77.0%-45.8pp | 69.9%-38.7pp |
| Annual return | -9.43% | 6.62%-16.1pp | 2.43%-11.9pp | -9.96%+0.5pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,670 | $3,255-48.7% | $3,852-56.6% | $3,350-50.1% |
| Admin fee / account holder | $1,040 | $489+112.7% | $6,675-84.4% | $521+99.7% |