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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 | $47,832 | $73,848-35.2% | $143,799-66.7% | $68,486-30.2% |
| Participation rate | 20.6% | 66.7%-46.1pp | 80.3%-59.7pp | 67.9%-47.3pp |
| Annual return | -19.64% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,205 | $3,184-62.2% | $4,952-75.7% | $2,597-53.6% |
| Participant deferral / active EE | $3,211 | $3,385-5.1% | $5,638-43.1% | $4,028-20.3% |
| Admin fee / account holder | $42,135 | $5,755+632.1% | $14,677+187.1% | $5,404+679.7% |