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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 | $43,111 | $48,267-10.7% | $68,808-37.3% | $68,486-37.1% |
| Participation rate | 40.0% | 60.7%-20.7pp | 69.0%-29.0pp | 67.9%-27.9pp |
| Annual return | -20.36% | -12.70%-7.7pp | -6.37%-14.0pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,111 | $1,829-39.3% | $2,656-58.2% | $2,597-57.2% |
| Participant deferral / active EE | $2,374 | $2,867-17.2% | $3,942-39.8% | $4,028-41.1% |
| Admin fee / account holder | $11,016 | $4,362+152.5% | $4,936+123.2% | $5,404+103.9% |