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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 | $38,915 | $71,878-45.9% | $86,698-55.1% | $68,486-43.2% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.0pp |
| Annual return | -27.53% | 3.53%-31.1pp | 35.95%-63.5pp | -7.85%-19.7pp |
| Employer contribution / active EE | $1,536 | $2,173-29.3% | $2,837-45.9% | $2,597-40.9% |
| Participant deferral / active EE | $2,390 | $3,779-36.8% | $4,656-48.7% | $4,028-40.7% |
| Admin fee / account holder | $3,113 | $6,113-49.1% | $7,493-58.5% | $5,404-42.4% |