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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 | $44,890 | $81,870-45.2% | $119,608-62.5% | $68,495-34.5% |
| Participation rate | 45.5% | 71.9%-26.4pp | 79.3%-33.8pp | 67.9%-22.4pp |
| Annual return | -20.16% | -23.82%+3.7pp | -14.98%-5.2pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,941 | $2,692-27.9% | $4,232-54.1% | $2,596-25.3% |
| Participant deferral / active EE | $4,575 | $4,148+10.3% | $5,601-18.3% | $4,028+13.6% |
| Admin fee / account holder | $3,756 | $6,583-42.9% | $10,326-63.6% | $5,403-30.5% |