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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 | $53,126 | $71,872-26.1% | $86,691-38.7% | $68,495-22.4% |
| Participation rate | 53.8% | 72.2%-18.4pp | 76.6%-22.7pp | 67.9%-14.0pp |
| Annual return | -20.84% | 3.53%-24.4pp | 35.94%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,331 | $2,173-38.8% | $2,837-53.1% | $2,596-48.8% |
| Participant deferral / active EE | $2,641 | $3,779-30.1% | $4,656-43.3% | $4,028-34.4% |
| Admin fee / account holder | $3,976 | $6,112-34.9% | $7,492-46.9% | $5,403-26.4% |