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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 | $41,363 | $73,848-44.0% | $143,799-71.2% | $68,486-39.6% |
| Participation rate | 45.7% | 66.7%-20.9pp | 80.3%-34.6pp | 67.9%-22.2pp |
| Annual return | -19.52% | 0.91%-20.4pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,075 | $3,184-66.3% | $4,952-78.3% | $2,597-58.6% |
| Participant deferral / active EE | $2,085 | $3,385-38.4% | $5,638-63.0% | $4,028-48.2% |
| Admin fee / account holder | $1,760 | $5,755-69.4% | $14,677-88.0% | $5,404-67.4% |