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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 | $47,257 | $73,848-36.0% | $143,799-67.1% | $68,486-31.0% |
| Participation rate | 27.3% | 66.7%-39.4pp | 80.3%-53.0pp | 67.9%-40.6pp |
| Annual return | -22.47% | 0.91%-23.4pp | -0.04%-22.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,623 | $3,184-49.0% | $4,952-67.2% | $2,597-37.5% |
| Participant deferral / active EE | $3,536 | $3,385+4.5% | $5,638-37.3% | $4,028-12.2% |
| Admin fee / account holder | $2,757 | $5,755-52.1% | $14,677-81.2% | $5,404-49.0% |