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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 | $51,146 | $48,364+5.8% | $71,796-28.8% | $62,881-18.7% |
| Participation rate | 35.9% | 60.6%-24.7pp | 69.1%-33.2pp | 69.3%-33.4pp |
| Annual return | -33.94% | 13.16%-47.1pp | 78.04%-112.0pp | 20.14%-54.1pp |
| Employer contribution / active EE | $908 | $1,042-12.9% | $1,924-52.8% | $2,281-60.2% |
| Participant deferral / active EE | $1,759 | $2,091-15.9% | $2,794-37.1% | $3,203-45.1% |
| Admin fee / account holder | $1,398 | $3,771-62.9% | $4,815-71.0% | $4,296-67.5% |