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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 | $36,165 | $71,878-49.7% | $86,698-58.3% | $68,486-47.2% |
| Participation rate | 45.5% | 72.2%-26.8pp | 76.6%-31.1pp | 67.9%-22.4pp |
| Annual return | -22.29% | 3.53%-25.8pp | 35.95%-58.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $3,401 | $2,173+56.5% | $2,837+19.9% | $2,597+31.0% |
| Participant deferral / active EE | $6,630 | $3,779+75.5% | $4,656+42.4% | $4,028+64.6% |
| Admin fee / account holder | $4,557 | $6,113-25.4% | $7,493-39.2% | $5,404-15.7% |