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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 | $32,014 | $65,453-51.1% | $86,691-63.1% | $66,930-52.2% |
| Participation rate | 44.3% | 75.5%-31.1pp | 76.6%-32.2pp | 69.8%-25.5pp |
| Annual return | -18.24% | -10.89%-7.3pp | 35.94%-54.2pp | 1.57%-19.8pp |
| Employer contribution / active EE | $1,188 | $2,154-44.8% | $2,837-58.1% | $2,545-53.3% |
| Participant deferral / active EE | $2,792 | $4,102-31.9% | $4,656-40.0% | $4,238-34.1% |
| Admin fee / account holder | $1,833 | $642+185.6% | $7,492-75.5% | $593+208.8% |