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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 | $48,399 | $64,729-25.2% | $112,263-56.9% | $68,490-29.3% |
| Participation rate | 51.9% | 67.2%-15.3pp | 75.1%-23.2pp | 67.9%-16.0pp |
| Annual return | -19.63% | -11.40%-8.2pp | 27.49%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,092 | $2,746-60.2% | $3,636-70.0% | $2,597-58.0% |
| Participant deferral / active EE | $6,038 | $3,566+69.3% | $4,729+27.7% | $4,028+49.9% |
| Admin fee / account holder | $5,008 | $5,222-4.1% | $6,410-21.9% | $5,403-7.3% |