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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 | $32,517 | $83,427-61.0% | $115,756-71.9% | $68,486-52.5% |
| Participation rate | 58.1% | 71.9%-13.8pp | 77.1%-18.9pp | 67.9%-9.8pp |
| Annual return | -21.77% | -10.95%-10.8pp | 143.14%-164.9pp | -7.85%-13.9pp |
| Employer contribution / active EE | $2,129 | $3,075-30.8% | $3,793-43.9% | $2,597-18.0% |
| Participant deferral / active EE | $3,559 | $5,355-33.5% | $6,254-43.1% | $4,028-11.6% |
| Admin fee / account holder | $1,025 | $5,708-82.0% | $8,124-87.4% | $5,404-81.0% |