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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 | $47,823 | $48,364-1.1% | $71,796-33.4% | $62,881-23.9% |
| Participation rate | 56.9% | 60.6%-3.7pp | 69.1%-12.2pp | 69.3%-12.4pp |
| Annual return | -6.86% | 13.16%-20.0pp | 78.04%-84.9pp | 20.14%-27.0pp |
| Employer contribution / active EE | $346 | $1,042-66.8% | $1,924-82.0% | $2,281-84.8% |
| Participant deferral / active EE | $1,729 | $2,091-17.3% | $2,794-38.1% | $3,203-46.0% |
| Admin fee / account holder | $2,997 | $3,771-20.5% | $4,815-37.7% | $4,296-30.2% |