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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 | $51,196 | $61,660-17.0% | $80,022-36.0% | $64,173-20.2% |
| Participation rate | 55.9% | 71.7%-15.8pp | 75.8%-19.9pp | 69.6%-13.7pp |
| Annual return | -7.86% | -0.33%-7.5pp | 11.22%-19.1pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,311 | $1,810-27.6% | $2,468-46.9% | $2,381-44.9% |
| Participant deferral / active EE | $2,488 | $2,968-16.2% | $3,686-32.5% | $3,470-28.3% |
| Admin fee / account holder | $507 | $5,417-90.6% | $6,521-92.2% | $4,887-89.6% |