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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 | $52,194 | $61,660-15.4% | $80,022-34.8% | $64,181-18.7% |
| Participation rate | 45.9% | 71.7%-25.7pp | 75.8%-29.9pp | 69.6%-23.6pp |
| Annual return | -10.79% | -0.33%-10.5pp | 11.22%-22.0pp | 7.63%-18.4pp |
| Employer contribution / active EE | $687 | $1,810-62.0% | $2,468-72.2% | $2,381-71.1% |
| Participant deferral / active EE | $2,959 | $2,968-0.3% | $3,686-19.7% | $3,470-14.7% |
| Admin fee / account holder | $1,870 | $5,417-65.5% | $6,521-71.3% | $4,887-61.7% |