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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 | $57,239 | $73,863-22.5% | $143,797-60.2% | $68,490-16.4% |
| Participation rate | 41.9% | 66.7%-24.7pp | 80.3%-38.4pp | 67.9%-26.0pp |
| Annual return | -21.06% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $2,382 | $3,185-25.2% | $4,952-51.9% | $2,597-8.3% |
| Participant deferral / active EE | $4,941 | $3,385+46.0% | $5,638-12.4% | $4,028+22.7% |
| Admin fee / account holder | $7,348 | $5,756+27.7% | $14,679-49.9% | $5,403+36.0% |