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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 | $49,304 | $71,873-31.4% | $86,698-43.1% | $68,490-28.0% |
| Participation rate | 53.3% | 72.2%-18.9pp | 76.6%-23.3pp | 67.9%-14.6pp |
| Annual return | -20.53% | 3.54%-24.1pp | 35.96%-56.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,310 | $2,173-39.7% | $2,837-53.8% | $2,597-49.5% |
| Participant deferral / active EE | $2,285 | $3,779-39.5% | $4,656-50.9% | $4,028-43.3% |
| Admin fee / account holder | $742 | $6,110-87.9% | $7,492-90.1% | $5,403-86.3% |