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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 | $49,724 | $56,894-12.6% | $84,753-41.3% | $62,881-20.9% |
| Participation rate | 47.4% | 68.5%-21.2pp | 76.6%-29.2pp | 69.3%-21.9pp |
| Annual return | -3.51% | 6.30%-9.8pp | 22.78%-26.3pp | 20.14%-23.7pp |
| Employer contribution / active EE | $1,117 | $2,400-53.4% | $3,574-68.7% | $2,281-51.0% |
| Participant deferral / active EE | $1,669 | $2,709-38.4% | $3,712-55.0% | $3,203-47.9% |
| Admin fee / account holder | $1,140 | $3,581-68.2% | $5,333-78.6% | $4,296-73.5% |