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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 | $45,068 | $53,546-15.8% | $69,884-35.5% | $68,486-34.2% |
| Participation rate | 52.9% | 64.5%-11.6pp | 70.5%-17.5pp | 67.9%-15.0pp |
| Annual return | -20.53% | -13.87%-6.7pp | 190.81%-211.3pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,289 | $2,019-36.2% | $2,560-49.7% | $2,597-50.4% |
| Participant deferral / active EE | $3,785 | $2,957+28.0% | $3,848-1.7% | $4,028-6.0% |
| Admin fee / account holder | $4,644 | $4,693-1.0% | $6,266-25.9% | $5,404-14.1% |