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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 | $48,249 | $73,848-34.7% | $143,799-66.4% | $68,486-29.5% |
| Participation rate | 51.3% | 66.7%-15.4pp | 80.3%-29.0pp | 67.9%-16.6pp |
| Annual return | -20.81% | 0.91%-21.7pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,417 | $3,184-55.5% | $4,952-71.4% | $2,597-45.4% |
| Participant deferral / active EE | $3,053 | $3,385-9.8% | $5,638-45.8% | $4,028-24.2% |
| Admin fee / account holder | $3,169 | $5,755-44.9% | $14,677-78.4% | $5,404-41.3% |