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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 | $42,977 | $65,367-34.3% | $92,915-53.7% | $72,976-41.1% |
| Participation rate | 44.7% | 68.3%-23.6pp | 76.0%-31.3pp | 69.5%-24.8pp |
| Annual return | -44.72% | 42.11%-86.8pp | 109.45%-154.2pp | 81.02%-125.7pp |
| Employer contribution / active EE | $2,889 | $2,594+11.4% | $3,653-20.9% | $2,440+18.4% |
| Participant deferral / active EE | $5,407 | $3,128+72.9% | $4,238+27.6% | $3,608+49.9% |
| Admin fee / account holder | $1,476 | $4,251-65.3% | $5,796-74.5% | $5,124-71.2% |