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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 | $49,186 | $102,661-52.1% | $151,628-67.6% | $66,930-26.5% |
| Participation rate | 65.8% | 85.5%-19.8pp | 87.5%-21.7pp | 69.8%-4.0pp |
| Annual return | -19.63% | -10.81%-8.8pp | 3.34%-23.0pp | 1.57%-21.2pp |
| Employer contribution / active EE | $2,284 | $4,184-45.4% | $6,165-63.0% | $2,545-10.3% |
| Participant deferral / active EE | $4,508 | $6,645-32.2% | $8,363-46.1% | $4,238+6.4% |
| Admin fee / account holder | $994 | $630+57.7% | $11,613-91.4% | $593+67.5% |