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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 | $37,782 | $86,655-56.4% | $119,622-68.4% | $66,938-43.6% |
| Participation rate | 53.0% | 75.6%-22.5pp | 79.3%-26.2pp | 69.8%-16.8pp |
| Annual return | -20.52% | -8.00%-12.5pp | -14.98%-5.5pp | 1.58%-22.1pp |
| Employer contribution / active EE | $1,843 | $2,536-27.3% | $4,232-56.4% | $2,545-27.6% |
| Participant deferral / active EE | $3,705 | $4,358-15.0% | $5,601-33.8% | $4,238-12.6% |
| Admin fee / account holder | $2,809 | $755+272.2% | $10,328-72.8% | $594+373.4% |