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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 | $43,196 | $50,464-14.4% | $75,784-43.0% | $52,331-17.5% |
| Participation rate | 41.2% | 66.8%-25.6pp | 75.8%-34.6pp | 68.1%-26.9pp |
| Annual return | -4.25% | 1.03%-5.3pp | 9.68%-13.9pp | 4.54%-8.8pp |
| Employer contribution / active EE | $1,654 | $1,988-16.8% | $3,323-50.2% | $1,882-12.1% |
| Participant deferral / active EE | $2,924 | $2,570+13.8% | $3,652-19.9% | $3,022-3.2% |
| Admin fee / account holder | $3,766 | $1,103+241.5% | $5,300-28.9% | $592+536.6% |