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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 | $45,751 | $64,719-29.3% | $112,249-59.2% | $68,486-33.2% |
| Participation rate | 30.0% | 67.2%-37.2pp | 75.1%-45.1pp | 67.9%-37.9pp |
| Annual return | -20.74% | -11.40%-9.3pp | 27.48%-48.2pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,105 | $2,747-59.8% | $3,636-69.6% | $2,597-57.4% |
| Participant deferral / active EE | $3,107 | $3,565-12.8% | $4,729-34.3% | $4,028-22.9% |
| Admin fee / account holder | $692 | $5,232-86.8% | $6,412-89.2% | $5,404-87.2% |