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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 | $35,472 | $46,697-24.0% | $117,529-69.8% | $68,490-48.2% |
| Participation rate | 53.5% | 56.8%-3.3pp | 70.6%-17.1pp | 67.9%-14.4pp |
| Annual return | -22.44% | -14.52%-7.9pp | 29.77%-52.2pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,365 | $1,506-9.4% | $4,179-67.3% | $2,597-47.4% |
| Participant deferral / active EE | $2,598 | $2,637-1.5% | $4,072-36.2% | $4,028-35.5% |
| Admin fee / account holder | $3,041 | $4,023-24.4% | $5,645-46.1% | $5,403-43.7% |