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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 | $44,937 | $71,872-37.5% | $86,691-48.2% | $68,495-34.4% |
| Participation rate | 65.1% | 72.2%-7.2pp | 76.6%-11.5pp | 67.9%-2.8pp |
| Annual return | -19.62% | 3.53%-23.1pp | 35.94%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,581 | $2,173-27.2% | $2,837-44.3% | $2,596-39.1% |
| Participant deferral / active EE | $3,285 | $3,779-13.1% | $4,656-29.4% | $4,028-18.4% |
| Admin fee / account holder | $2,186 | $6,112-64.2% | $7,492-70.8% | $5,403-59.5% |