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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 | $43,734 | $56,339-22.4% | $104,301-58.1% | $68,486-36.1% |
| Participation rate | 53.3% | 63.3%-9.9pp | 73.3%-19.9pp | 67.9%-14.6pp |
| Annual return | -19.82% | -9.19%-10.6pp | 24.61%-44.4pp | -7.85%-12.0pp |
| Employer contribution / active EE | $807 | $1,960-58.8% | $3,373-76.1% | $2,597-68.9% |
| Participant deferral / active EE | $3,362 | $3,077+9.2% | $4,626-27.3% | $4,028-16.5% |
| Admin fee / account holder | $1,942 | $4,902-60.4% | $7,340-73.5% | $5,404-64.1% |