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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 | $41,045 | $71,873-42.9% | $86,698-52.7% | $68,490-40.1% |
| Participation rate | 46.4% | 72.2%-25.8pp | 76.6%-30.2pp | 67.9%-21.5pp |
| Annual return | -22.44% | 3.54%-26.0pp | 35.96%-58.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,429 | $2,173-34.3% | $2,837-49.6% | $2,597-45.0% |
| Participant deferral / active EE | $2,694 | $3,779-28.7% | $4,656-42.1% | $4,028-33.1% |
| Admin fee / account holder | $1,624 | $6,110-73.4% | $7,492-78.3% | $5,403-69.9% |