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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 | $43,546 | $65,437-33.5% | $86,698-49.8% | $66,949-35.0% |
| Participation rate | 64.7% | 75.5%-10.8pp | 76.6%-11.9pp | 69.8%-5.1pp |
| Annual return | -23.00% | -10.91%-12.1pp | 35.96%-59.0pp | 1.57%-24.6pp |
| Employer contribution / active EE | $1,274 | $2,154-40.9% | $2,837-55.1% | $2,545-50.0% |
| Participant deferral / active EE | $2,322 | $4,102-43.4% | $4,656-50.1% | $4,239-45.2% |
| Admin fee / account holder | $912 | $642+42.2% | $7,492-87.8% | $594+53.7% |