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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 | $48,194 | $56,339-14.5% | $104,301-53.8% | $68,486-29.6% |
| Participation rate | 51.0% | 63.3%-12.3pp | 73.3%-22.3pp | 67.9%-16.9pp |
| Annual return | -20.25% | -9.19%-11.1pp | 24.61%-44.9pp | -7.85%-12.4pp |
| Employer contribution / active EE | $686 | $1,960-65.0% | $3,373-79.7% | $2,597-73.6% |
| Participant deferral / active EE | $3,006 | $3,077-2.3% | $4,626-35.0% | $4,028-25.4% |
| Admin fee / account holder | $1,343 | $4,902-72.6% | $7,340-81.7% | $5,404-75.2% |