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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 | $49,385 | $62,583-21.1% | $76,767-35.7% | $64,173-23.0% |
| Participation rate | 41.8% | 72.8%-31.0pp | 77.0%-35.1pp | 69.6%-27.8pp |
| Annual return | -7.98% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $862 | $1,832-52.9% | $2,485-65.3% | $2,381-63.8% |
| Participant deferral / active EE | $1,637 | $3,145-47.9% | $3,852-57.5% | $3,470-52.8% |
| Admin fee / account holder | $2,882 | $4,667-38.3% | $6,675-56.8% | $4,887-41.0% |