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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 | $50,685 | $73,863-31.4% | $143,797-64.8% | $68,490-26.0% |
| Participation rate | 16.0% | 66.7%-50.7pp | 80.3%-64.3pp | 67.9%-51.9pp |
| Annual return | -21.34% | 0.91%-22.3pp | -0.04%-21.3pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,470 | $3,185-53.8% | $4,952-70.3% | $2,597-43.4% |
| Participant deferral / active EE | $2,446 | $3,385-27.7% | $5,638-56.6% | $4,028-39.3% |
| Admin fee / account holder | $2,431 | $5,756-57.8% | $14,679-83.4% | $5,403-55.0% |