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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 | $61,104 | $67,411-9.4% | $91,004-32.9% | $70,126-12.9% |
| Participation rate | 48.8% | 71.4%-22.6pp | 75.6%-26.8pp | 69.5%-20.8pp |
| Annual return | 11.58% | -40.16%+51.7pp | 4.60%+7.0pp | 73.15%-61.6pp |
| Employer contribution / active EE | $638 | $1,786-64.3% | $2,456-74.0% | $2,343-72.8% |
| Participant deferral / active EE | $1,677 | $2,823-40.6% | $3,548-52.7% | $3,332-49.7% |
| Admin fee / account holder | $2,772 | $4,236-34.6% | $5,417-48.8% | $4,645-40.3% |