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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 | $38,492 | $64,719-40.5% | $112,249-65.7% | $68,486-43.8% |
| Participation rate | 54.3% | 67.2%-12.9pp | 75.1%-20.8pp | 67.9%-13.6pp |
| Annual return | -35.86% | -11.40%-24.5pp | 27.48%-63.3pp | -7.85%-28.0pp |
| Employer contribution / active EE | $1,369 | $2,747-50.2% | $3,636-62.4% | $2,597-47.3% |
| Participant deferral / active EE | $2,641 | $3,565-25.9% | $4,729-44.2% | $4,028-34.4% |
| Admin fee / account holder | $5,737 | $5,232+9.6% | $6,412-10.5% | $5,404+6.2% |