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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 | $28,765 | $48,078-40.2% | $78,676-63.4% | $62,881-54.3% |
| Participation rate | 33.3% | 65.2%-31.9pp | 73.6%-40.2pp | 69.3%-36.0pp |
| Annual return | -5.03% | 31.36%-36.4pp | 62.19%-67.2pp | 20.14%-25.2pp |
| Employer contribution / active EE | $1,244 | $2,015-38.2% | $2,850-56.3% | $2,281-45.4% |
| Participant deferral / active EE | $5,109 | $2,587+97.5% | $3,517+45.3% | $3,203+59.5% |
| Admin fee / account holder | $2,920 | $3,206-8.9% | $4,510-35.3% | $4,296-32.0% |