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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 | $46,179 | $50,958-9.4% | $74,552-38.1% | $64,181-28.0% |
| Participation rate | 51.9% | 61.1%-9.2pp | 69.1%-17.3pp | 69.6%-17.7pp |
| Annual return | -8.77% | -1.86%-6.9pp | 32.53%-41.3pp | 7.63%-16.4pp |
| Employer contribution / active EE | $394 | $1,115-64.7% | $1,961-79.9% | $2,381-83.5% |
| Participant deferral / active EE | $2,435 | $2,301+5.8% | $3,108-21.6% | $3,470-29.8% |
| Admin fee / account holder | $340 | $4,223-91.9% | $5,060-93.3% | $4,887-93.0% |