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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 | $41,487 | $49,280-15.8% | $67,313-38.4% | $64,173-35.4% |
| Participation rate | 34.0% | 60.8%-26.7pp | 69.1%-35.0pp | 69.6%-35.5pp |
| Annual return | -14.38% | -1.39%-13.0pp | -4.08%-10.3pp | 7.63%-22.0pp |
| Employer contribution / active EE | $2,544 | $1,668+52.4% | $2,566-0.9% | $2,381+6.8% |
| Participant deferral / active EE | $1,257 | $2,484-49.4% | $3,568-64.8% | $3,470-63.8% |
| Admin fee / account holder | $2,157 | $3,863-44.2% | $4,507-52.1% | $4,887-55.9% |