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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 | $45,094 | $49,280-8.5% | $67,313-33.0% | $64,173-29.7% |
| Participation rate | 45.8% | 60.8%-15.0pp | 69.1%-23.2pp | 69.6%-23.7pp |
| Annual return | -8.82% | -1.39%-7.4pp | -4.08%-4.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,489 | $1,668-10.8% | $2,566-42.0% | $2,381-37.5% |
| Participant deferral / active EE | $3,796 | $2,484+52.8% | $3,568+6.4% | $3,470+9.4% |
| Admin fee / account holder | $4,812 | $3,863+24.6% | $4,507+6.8% | $4,887-1.5% |