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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 | $35,150 | $81,870-57.1% | $119,622-70.6% | $68,486-48.7% |
| Participation rate | 38.5% | 71.9%-33.4pp | 79.3%-40.8pp | 67.9%-29.4pp |
| Annual return | -21.31% | -23.82%+2.5pp | -14.98%-6.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,200 | $2,692-55.4% | $4,232-71.6% | $2,597-53.8% |
| Participant deferral / active EE | $2,748 | $4,148-33.8% | $5,601-50.9% | $4,028-31.8% |
| Admin fee / account holder | $5,000 | $6,583-24.0% | $10,328-51.6% | $5,404-7.5% |