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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 | $57,161 | $46,689+22.4% | $117,498-51.4% | $68,495-16.5% |
| Participation rate | 41.1% | 56.8%-15.7pp | 70.6%-29.5pp | 67.9%-26.8pp |
| Annual return | -20.93% | -14.52%-6.4pp | 29.75%-50.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $817 | $1,505-45.7% | $4,178-80.5% | $2,596-68.5% |
| Participant deferral / active EE | $2,657 | $2,637+0.8% | $4,071-34.7% | $4,028-34.0% |
| Admin fee / account holder | $811 | $4,021-79.8% | $5,646-85.6% | $5,403-85.0% |