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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 | $47,657 | $59,819-20.3% | $79,583-40.1% | $68,490-30.4% |
| Participation rate | 48.2% | 61.1%-12.9pp | 69.5%-21.3pp | 67.9%-19.7pp |
| Annual return | -21.25% | -12.30%-9.0pp | 0.16%-21.4pp | -7.85%-13.4pp |
| Employer contribution / active EE | $640 | $1,505-57.5% | $2,414-73.5% | $2,597-75.4% |
| Participant deferral / active EE | $1,446 | $3,025-52.2% | $3,986-63.7% | $4,028-64.1% |
| Admin fee / account holder | $5,363 | $4,835+10.9% | $6,835-21.5% | $5,403-0.7% |