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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 | $45,394 | $64,729-29.9% | $112,263-59.6% | $68,490-33.7% |
| Participation rate | 54.5% | 67.2%-12.6pp | 75.1%-20.5pp | 67.9%-13.4pp |
| Annual return | -20.20% | -11.40%-8.8pp | 27.49%-47.7pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,583 | $2,746-42.4% | $3,636-56.5% | $2,597-39.1% |
| Participant deferral / active EE | $3,785 | $3,566+6.2% | $4,729-20.0% | $4,028-6.0% |
| Admin fee / account holder | $14,324 | $5,222+174.3% | $6,410+123.4% | $5,403+165.1% |