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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 | $49,479 | $67,411-26.6% | $91,004-45.6% | $70,124-29.4% |
| Participation rate | 55.7% | 71.4%-15.7pp | 75.6%-19.9pp | 69.5%-13.8pp |
| Annual return | 7.79% | -40.16%+48.0pp | 4.60%+3.2pp | 73.14%-65.3pp |
| Employer contribution / active EE | $1,105 | $1,786-38.1% | $2,456-55.0% | $2,342-52.8% |
| Participant deferral / active EE | $2,133 | $2,823-24.4% | $3,548-39.9% | $3,332-36.0% |
| Admin fee / account holder | $906 | $4,236-78.6% | $5,417-83.3% | $4,645-80.5% |