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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 | $43,391 | $73,848-41.2% | $143,799-69.8% | $68,486-36.6% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.4pp |
| Annual return | -19.61% | 0.91%-20.5pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,582 | $3,184-50.3% | $4,952-68.1% | $2,597-39.1% |
| Participant deferral / active EE | $4,382 | $3,385+29.5% | $5,638-22.3% | $4,028+8.8% |
| Admin fee / account holder | $11,916 | $5,755+107.1% | $14,677-18.8% | $5,404+120.5% |