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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 | $48,618 | $46,689+4.1% | $117,498-58.6% | $68,495-29.0% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -22.74% | -14.52%-8.2pp | 29.75%-52.5pp | -7.84%-14.9pp |
| Employer contribution / active EE | $935 | $1,505-37.9% | $4,178-77.6% | $2,596-64.0% |
| Participant deferral / active EE | $4,400 | $2,637+66.9% | $4,071+8.1% | $4,028+9.3% |
| Admin fee / account holder | $786 | $4,021-80.4% | $5,646-86.1% | $5,403-85.4% |