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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 | $43,893 | $158,852-72.4% | $121,220-63.8% | $135,380-67.6% |
| Participation rate | 43.8% | 79.3%-35.6pp | 71.8%-28.0pp | 82.6%-38.9pp |
| Annual return | -23.31% | -0.64%-22.7pp | 16.94%-40.2pp | 519.81%-543.1pp |
| Employer contribution / active EE | $1,852 | $5,666-67.3% | $4,023-54.0% | $4,779-61.2% |
| Participant deferral / active EE | $3,473 | $4,006-13.3% | $3,345+3.8% | $5,609-38.1% |
| Admin fee / account holder | $2,572 | $6,515-60.5% | $5,021-48.8% | $10,828-76.3% |