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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 | $46,084 | $66,764-31.0% | $88,497-47.9% | $62,881-26.7% |
| Participation rate | 66.7% | 77.3%-10.6pp | 82.4%-15.7pp | 69.3%-2.6pp |
| Annual return | -5.55% | 10.37%-15.9pp | 7.63%-13.2pp | 20.14%-25.7pp |
| Employer contribution / active EE | $1,642 | $3,077-46.6% | $4,036-59.3% | $2,281-28.0% |
| Participant deferral / active EE | $2,344 | $3,976-41.1% | $4,899-52.2% | $3,203-26.8% |
| Admin fee / account holder | $1,076 | $4,668-77.0% | $6,220-82.7% | $4,296-75.0% |