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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 | $44,166 | $59,813-26.2% | $79,580-44.5% | $68,486-35.5% |
| Participation rate | 49.5% | 61.1%-11.6pp | 69.5%-20.0pp | 67.9%-18.4pp |
| Annual return | -20.87% | -12.30%-8.6pp | 0.15%-21.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,094 | $1,505-27.3% | $2,413-54.7% | $2,597-57.9% |
| Participant deferral / active EE | $2,619 | $3,024-13.4% | $3,985-34.3% | $4,028-35.0% |
| Admin fee / account holder | $401 | $4,835-91.7% | $6,835-94.1% | $5,404-92.6% |