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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 | $47,650 | $73,863-35.5% | $143,797-66.9% | $68,490-30.4% |
| Participation rate | 29.7% | 66.7%-36.9pp | 80.3%-50.6pp | 67.9%-38.2pp |
| Annual return | -19.93% | 0.91%-20.8pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,162 | $3,185-63.5% | $4,952-76.5% | $2,597-55.3% |
| Participant deferral / active EE | $3,060 | $3,385-9.6% | $5,638-45.7% | $4,028-24.0% |
| Admin fee / account holder | $840 | $5,756-85.4% | $14,679-94.3% | $5,403-84.5% |