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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 | $46,009 | $81,870-43.8% | $119,608-61.5% | $68,495-32.8% |
| Participation rate | 42.9% | 71.9%-29.0pp | 79.3%-36.4pp | 67.9%-25.0pp |
| Annual return | -21.38% | -23.82%+2.4pp | -14.98%-6.4pp | -7.84%-13.5pp |
| Employer contribution / active EE | $983 | $2,692-63.5% | $4,232-76.8% | $2,596-62.2% |
| Participant deferral / active EE | $2,623 | $4,148-36.8% | $5,601-53.2% | $4,028-34.9% |
| Admin fee / account holder | $1,683 | $6,583-74.4% | $10,326-83.7% | $5,403-68.8% |