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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 | $48,682 | $62,583-22.2% | $76,767-36.6% | $64,173-24.1% |
| Participation rate | 53.8% | 72.8%-19.0pp | 77.0%-23.1pp | 69.6%-15.7pp |
| Annual return | -9.01% | -1.95%-7.1pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,316 | $1,832-28.2% | $2,485-47.1% | $2,381-44.7% |
| Participant deferral / active EE | $3,840 | $3,145+22.1% | $3,852-0.3% | $3,470+10.7% |
| Admin fee / account holder | $386 | $4,667-91.7% | $6,675-94.2% | $4,887-92.1% |