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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 | $53,405 | $56,054-4.7% | $171,082-68.8% | $62,881-15.1% |
| Participation rate | 48.2% | 62.9%-14.7pp | 76.7%-28.5pp | 69.3%-21.1pp |
| Annual return | -3.91% | 22.52%-26.4pp | 32.56%-36.5pp | 20.14%-24.0pp |
| Employer contribution / active EE | $0 | $1,731-100.0% | $4,002-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,764 | $3,158-44.1% | $4,797-63.2% | $3,203-44.9% |
| Admin fee / account holder | $5,979 | $3,647+64.0% | $8,520-29.8% | $4,296+39.2% |