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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 | $49,436 | $43,344+14.1% | $59,899-17.5% | $64,173-23.0% |
| Participation rate | 30.7% | 69.2%-38.5pp | 74.7%-44.0pp | 69.6%-38.9pp |
| Annual return | -8.54% | -1.55%-7.0pp | 3.46%-12.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $694 | $2,030-65.8% | $2,723-74.5% | $2,381-70.8% |
| Participant deferral / active EE | $1,779 | $2,547-30.2% | $3,402-47.7% | $3,470-48.7% |
| Admin fee / account holder | $1,072 | $3,008-64.4% | $3,592-70.2% | $4,887-78.1% |