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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 | $37,611 | $50,958-26.2% | $74,552-49.6% | $64,181-41.4% |
| Participation rate | 54.4% | 61.1%-6.7pp | 69.1%-14.8pp | 69.6%-15.2pp |
| Annual return | -10.55% | -1.86%-8.7pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $369 | $1,115-66.9% | $1,961-81.2% | $2,381-84.5% |
| Participant deferral / active EE | $3,298 | $2,301+43.3% | $3,108+6.1% | $3,470-4.9% |
| Admin fee / account holder | $7,428 | $4,223+75.9% | $5,060+46.8% | $4,887+52.0% |