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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 | $49,675 | $71,878-30.9% | $86,698-42.7% | $68,486-27.5% |
| Participation rate | 55.6% | 72.2%-16.7pp | 76.6%-21.0pp | 67.9%-12.3pp |
| Annual return | -20.15% | 3.53%-23.7pp | 35.95%-56.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,313 | $2,173-39.6% | $2,837-53.7% | $2,597-49.4% |
| Participant deferral / active EE | $2,121 | $3,779-43.9% | $4,656-54.4% | $4,028-47.3% |
| Admin fee / account holder | $1,196 | $6,113-80.4% | $7,493-84.0% | $5,404-77.9% |