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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 | $25,236 | $77,817-67.6% | $123,553-79.6% | $64,173-60.7% |
| Participation rate | 47.1% | 74.7%-27.7pp | 82.3%-35.2pp | 69.6%-22.5pp |
| Annual return | -10.92% | 12.49%-23.4pp | 119.21%-130.1pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,431 | $3,014-19.4% | $4,628-47.5% | $2,381+2.1% |
| Participant deferral / active EE | $3,182 | $5,240-39.3% | $6,426-50.5% | $3,470-8.3% |
| Admin fee / account holder | $535 | $5,519-90.3% | $9,284-94.2% | $4,887-89.1% |