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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 | $54,352 | $64,719-16.0% | $112,249-51.6% | $68,486-20.6% |
| Participation rate | 32.0% | 67.2%-35.2pp | 75.1%-43.1pp | 67.9%-35.9pp |
| Annual return | -25.49% | -11.40%-14.1pp | 27.48%-53.0pp | -7.85%-17.6pp |
| Employer contribution / active EE | $1,809 | $2,747-34.1% | $3,636-50.2% | $2,597-30.3% |
| Participant deferral / active EE | $3,308 | $3,565-7.2% | $4,729-30.0% | $4,028-17.9% |
| Admin fee / account holder | $851 | $5,232-83.7% | $6,412-86.7% | $5,404-84.2% |