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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 | $54,384 | $73,863-26.4% | $143,797-62.2% | $68,490-20.6% |
| Participation rate | 37.5% | 66.7%-29.2pp | 80.3%-42.8pp | 67.9%-30.4pp |
| Annual return | -20.39% | 0.91%-21.3pp | -0.04%-20.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,150 | $3,185-63.9% | $4,952-76.8% | $2,597-55.7% |
| Participant deferral / active EE | $2,503 | $3,385-26.1% | $5,638-55.6% | $4,028-37.9% |
| Admin fee / account holder | $1,487 | $5,756-74.2% | $14,679-89.9% | $5,403-72.5% |