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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 | $39,190 | $46,689-16.1% | $117,498-66.6% | $68,495-42.8% |
| Participation rate | 55.3% | 56.8%-1.5pp | 70.6%-15.3pp | 67.9%-12.6pp |
| Annual return | -21.04% | -14.52%-6.5pp | 29.75%-50.8pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,028 | $1,505-31.7% | $4,178-75.4% | $2,596-60.4% |
| Participant deferral / active EE | $2,804 | $2,637+6.3% | $4,071-31.1% | $4,028-30.4% |
| Admin fee / account holder | $9,595 | $4,021+138.6% | $5,646+69.9% | $5,403+77.6% |