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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 | $50,629 | $73,848-31.4% | $143,799-64.8% | $68,486-26.1% |
| Participation rate | 54.8% | 66.7%-11.8pp | 80.3%-25.5pp | 67.9%-13.1pp |
| Annual return | -20.42% | 0.91%-21.3pp | -0.04%-20.4pp | -7.85%-12.6pp |
| Employer contribution / active EE | $2,601 | $3,184-18.3% | $4,952-47.5% | $2,597+0.2% |
| Participant deferral / active EE | $3,803 | $3,385+12.4% | $5,638-32.6% | $4,028-5.6% |
| Admin fee / account holder | $15,897 | $5,755+176.2% | $14,677+8.3% | $5,404+194.2% |