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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 | $44,078 | $50,947-13.5% | $74,551-40.9% | $64,173-31.3% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.1%-10.8pp | 69.6%-11.2pp |
| Annual return | -9.10% | -1.85%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $481 | $1,115-56.9% | $1,961-75.5% | $2,381-79.8% |
| Participant deferral / active EE | $1,925 | $2,302-16.4% | $3,108-38.1% | $3,470-44.5% |
| Admin fee / account holder | $427 | $4,221-89.9% | $5,059-91.6% | $4,887-91.3% |