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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 | $43,504 | $56,339-22.8% | $104,301-58.3% | $68,486-36.5% |
| Participation rate | 53.3% | 63.3%-9.9pp | 73.3%-19.9pp | 67.9%-14.6pp |
| Annual return | -20.95% | -9.19%-11.8pp | 24.61%-45.6pp | -7.85%-13.1pp |
| Employer contribution / active EE | $527 | $1,960-73.1% | $3,373-84.4% | $2,597-79.7% |
| Participant deferral / active EE | $2,517 | $3,077-18.2% | $4,626-45.6% | $4,028-37.5% |
| Admin fee / account holder | $4,404 | $4,902-10.2% | $7,340-40.0% | $5,404-18.5% |