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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 | $54,050 | $58,848-8.2% | $88,179-38.7% | $82,637-34.6% |
| Participation rate | 9.4% | 57.9%-48.5pp | 69.1%-59.8pp | 68.1%-58.7pp |
| Annual return | -0.92% | 22.76%-23.7pp | 64.97%-65.9pp | 53.51%-54.4pp |
| Employer contribution / active EE | $439 | $1,678-73.9% | $2,549-82.8% | $2,552-82.8% |
| Participant deferral / active EE | $1,016 | $3,124-67.5% | $4,614-78.0% | $4,126-75.4% |
| Admin fee / account holder | $2,086 | $4,795-56.5% | $7,673-72.8% | $7,339-71.6% |