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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 | $44,596 | $65,092-31.5% | $143,799-69.0% | $66,938-33.4% |
| Participation rate | 55.9% | 65.2%-9.3pp | 80.3%-24.4pp | 69.8%-13.9pp |
| Annual return | -18.85% | -11.14%-7.7pp | -0.04%-18.8pp | 1.58%-20.4pp |
| Employer contribution / active EE | $1,118 | $2,362-52.6% | $4,952-77.4% | $2,545-56.1% |
| Participant deferral / active EE | $3,794 | $2,920+29.9% | $5,638-32.7% | $4,238-10.5% |
| Admin fee / account holder | $2,696 | $502+436.7% | $14,677-81.6% | $594+354.3% |