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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 | $46,758 | $46,689+0.1% | $117,498-60.2% | $68,495-31.7% |
| Participation rate | 57.1% | 56.8%+0.4pp | 70.6%-13.5pp | 67.9%-10.7pp |
| Annual return | -20.46% | -14.52%-5.9pp | 29.75%-50.2pp | -7.84%-12.6pp |
| Employer contribution / active EE | $750 | $1,505-50.2% | $4,178-82.0% | $2,596-71.1% |
| Participant deferral / active EE | $2,042 | $2,637-22.6% | $4,071-49.8% | $4,028-49.3% |
| Admin fee / account holder | $763 | $4,021-81.0% | $5,646-86.5% | $5,403-85.9% |