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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 | $49,200 | $50,947-3.4% | $74,551-34.0% | $64,173-23.3% |
| Participation rate | 57.4% | 61.1%-3.7pp | 69.1%-11.8pp | 69.6%-12.2pp |
| Annual return | -8.49% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,543 | $2,302+10.5% | $3,108-18.2% | $3,470-26.7% |
| Admin fee / account holder | $1,996 | $4,221-52.7% | $5,059-60.6% | $4,887-59.2% |