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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 | $44,957 | $46,599-3.5% | $64,101-29.9% | $75,173-40.2% |
| Participation rate | 48.2% | 65.9%-17.7pp | 72.3%-24.1pp | 67.2%-19.0pp |
| Annual return | -5.65% | 26.06%-31.7pp | 33.72%-39.4pp | 160.72%-166.4pp |
| Employer contribution / active EE | $569 | $1,975-71.2% | $2,749-79.3% | $2,671-78.7% |
| Participant deferral / active EE | $2,536 | $2,837-10.6% | $3,881-34.6% | $4,126-38.5% |
| Admin fee / account holder | $3,560 | $2,956+20.4% | $3,070+16.0% | $5,651-37.0% |