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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 | $82,733 | $73,863+12.0% | $143,797-42.5% | $68,490+20.8% |
| Participation rate | 48.9% | 66.7%-17.8pp | 80.3%-31.4pp | 67.9%-19.0pp |
| Annual return | -24.38% | 0.91%-25.3pp | -0.04%-24.3pp | -7.85%-16.5pp |
| Employer contribution / active EE | $1,028 | $3,185-67.7% | $4,952-79.2% | $2,597-60.4% |
| Participant deferral / active EE | $2,032 | $3,385-40.0% | $5,638-64.0% | $4,028-49.5% |
| Admin fee / account holder | $868 | $5,756-84.9% | $14,679-94.1% | $5,403-83.9% |