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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 | $53,861 | $73,839-27.1% | $143,788-62.5% | $68,495-21.4% |
| Participation rate | 52.8% | 66.7%-13.8pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -23.54% | 1.01%-24.6pp | -0.03%-23.5pp | -7.84%-15.7pp |
| Employer contribution / active EE | $1,586 | $3,184-50.2% | $4,952-68.0% | $2,596-38.9% |
| Participant deferral / active EE | $2,649 | $3,384-21.7% | $5,638-53.0% | $4,028-34.2% |
| Admin fee / account holder | $4,491 | $5,755-21.9% | $14,675-69.4% | $5,403-16.9% |