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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 | $41,537 | $76,912-46.0% | $129,118-67.8% | $68,486-39.3% |
| Participation rate | 57.1% | 69.1%-12.0pp | 77.2%-20.1pp | 67.9%-10.8pp |
| Annual return | -21.40% | -9.78%-11.6pp | -10.94%-10.5pp | -7.85%-13.5pp |
| Employer contribution / active EE | $3,008 | $3,243-7.2% | $5,051-40.4% | $2,597+15.9% |
| Participant deferral / active EE | $4,628 | $4,732-2.2% | $6,539-29.2% | $4,028+14.9% |
| Admin fee / account holder | $3,122 | $6,638-53.0% | $14,305-78.2% | $5,404-42.2% |