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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 | $31,572 | $67,411-53.2% | $91,004-65.3% | $70,126-55.0% |
| Participation rate | 48.3% | 71.4%-23.1pp | 75.6%-27.3pp | 69.5%-21.3pp |
| Annual return | -4.30% | -40.16%+35.9pp | 4.60%-8.9pp | 73.15%-77.4pp |
| Employer contribution / active EE | $1,701 | $1,786-4.8% | $2,456-30.7% | $2,343-27.4% |
| Participant deferral / active EE | $2,263 | $2,823-19.8% | $3,548-36.2% | $3,332-32.1% |
| Admin fee / account holder | $2,052 | $4,236-51.6% | $5,417-62.1% | $4,645-55.8% |