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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 | $47,967 | $48,078-0.2% | $78,676-39.0% | $62,881-23.7% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | -3.93% | 31.36%-35.3pp | 62.19%-66.1pp | 20.14%-24.1pp |
| Employer contribution / active EE | $205 | $2,015-89.8% | $2,850-92.8% | $2,281-91.0% |
| Participant deferral / active EE | $1,271 | $2,587-50.9% | $3,517-63.9% | $3,203-60.3% |
| Admin fee / account holder | $740 | $3,206-76.9% | $4,510-83.6% | $4,296-82.8% |