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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 | $48,124 | $64,706-25.6% | $112,244-57.1% | $68,498-29.7% |
| Participation rate | 30.3% | 67.1%-36.8pp | 75.1%-44.8pp | 67.9%-37.6pp |
| Annual return | -21.78% | -11.40%-10.4pp | 27.46%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,175 | $2,746-57.2% | $3,635-67.7% | $2,596-54.7% |
| Participant deferral / active EE | $2,819 | $3,565-20.9% | $4,728-40.4% | $4,027-30.0% |
| Admin fee / account holder | $935 | $5,231-82.1% | $6,411-85.4% | $5,403-82.7% |