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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 | $43,566 | $81,870-46.8% | $119,634-63.6% | $68,490-36.4% |
| Participation rate | 34.4% | 71.9%-37.5pp | 79.3%-44.9pp | 67.9%-33.5pp |
| Annual return | -22.80% | -23.82%+1.0pp | -14.98%-7.8pp | -7.85%-15.0pp |
| Employer contribution / active EE | $2,249 | $2,692-16.5% | $4,232-46.9% | $2,597-13.4% |
| Participant deferral / active EE | $6,277 | $4,148+51.3% | $5,601+12.1% | $4,028+55.8% |
| Admin fee / account holder | $15,195 | $6,583+130.8% | $10,329+47.1% | $5,403+181.2% |