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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 | $48,304 | $56,484-14.5% | $169,452-71.5% | $64,173-24.7% |
| Participation rate | 47.4% | 64.5%-17.2pp | 77.8%-30.4pp | 69.6%-22.2pp |
| Annual return | -9.41% | -1.55%-7.9pp | 1.83%-11.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $556 | $1,832-69.6% | $4,157-86.6% | $2,381-76.6% |
| Participant deferral / active EE | $6,579 | $3,448+90.8% | $5,277+24.7% | $3,470+89.6% |
| Admin fee / account holder | $2,455 | $4,174-41.2% | $9,110-73.0% | $4,887-49.8% |