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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 | $42,110 | $65,557-35.8% | $105,738-60.2% | $56,287-25.2% |
| Participation rate | 52.0% | 63.4%-11.4pp | 76.3%-24.4pp | 69.9%-17.9pp |
| Annual return | -9.44% | -1.32%-8.1pp | 6.27%-15.7pp | -9.96%+0.5pp |
| Employer contribution / active EE | $2,114 | $1,788+18.2% | $3,268-35.3% | $2,111+0.1% |
| Participant deferral / active EE | $3,573 | $2,418+47.8% | $4,080-12.4% | $3,350+6.6% |
| Admin fee / account holder | $2,166 | $561+285.8% | $6,913-68.7% | $521+315.8% |