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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 | $50,913 | $59,834-14.9% | $79,576-36.0% | $68,495-25.7% |
| Participation rate | 29.4% | 61.1%-31.7pp | 69.5%-40.1pp | 67.9%-38.5pp |
| Annual return | -24.34% | -12.30%-12.0pp | 0.15%-24.5pp | -7.84%-16.5pp |
| Employer contribution / active EE | $1,001 | $1,505-33.5% | $2,413-58.5% | $2,596-61.5% |
| Participant deferral / active EE | $1,572 | $3,024-48.0% | $3,985-60.5% | $4,028-61.0% |
| Admin fee / account holder | $6,453 | $4,835+33.4% | $6,834-5.6% | $5,403+19.4% |