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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 | $16,060 | $49,280-67.4% | $67,313-76.1% | $64,181-75.0% |
| Participation rate | 28.2% | 60.8%-32.6pp | 69.1%-40.9pp | 69.6%-41.4pp |
| Annual return | -23.28% | -1.39%-21.9pp | -4.08%-19.2pp | 7.63%-30.9pp |
| Employer contribution / active EE | $1,495 | $1,668-10.4% | $2,566-41.7% | $2,381-37.2% |
| Participant deferral / active EE | $3,023 | $2,484+21.7% | $3,568-15.3% | $3,470-12.9% |
| Admin fee / account holder | $4,043 | $3,863+4.7% | $4,507-10.3% | $4,887-17.3% |