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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 | $38,377 | $73,839-48.0% | $143,788-73.3% | $68,495-44.0% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.4pp |
| Annual return | -20.16% | 1.01%-21.2pp | -0.03%-20.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,982 | $3,184-37.7% | $4,952-60.0% | $2,596-23.7% |
| Participant deferral / active EE | $2,955 | $3,384-12.7% | $5,638-47.6% | $4,028-26.6% |
| Admin fee / account holder | $2,686 | $5,755-53.3% | $14,675-81.7% | $5,403-50.3% |