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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 | $55,715 | $73,019-23.7% | $90,766-38.6% | $68,490-18.7% |
| Participation rate | 47.2% | 70.8%-23.6pp | 75.7%-28.5pp | 67.9%-20.7pp |
| Annual return | -24.02% | -13.81%-10.2pp | -12.16%-11.9pp | -7.85%-16.2pp |
| Employer contribution / active EE | $939 | $2,193-57.2% | $2,922-67.9% | $2,597-63.8% |
| Participant deferral / active EE | $2,396 | $3,626-33.9% | $4,565-47.5% | $4,028-40.5% |
| Admin fee / account holder | $14,932 | $5,897+153.2% | $8,446+76.8% | $5,403+176.4% |