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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 | $53,806 | $62,586-14.0% | $76,766-29.9% | $64,181-16.2% |
| Participation rate | 61.9% | 72.8%-10.9pp | 77.0%-15.1pp | 69.6%-7.7pp |
| Annual return | -9.75% | -1.95%-7.8pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $577 | $1,832-68.5% | $2,485-76.8% | $2,381-75.8% |
| Participant deferral / active EE | $1,769 | $3,145-43.8% | $3,851-54.1% | $3,470-49.0% |
| Admin fee / account holder | $2,864 | $4,667-38.6% | $6,675-57.1% | $4,887-41.4% |