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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 | $42,595 | $73,019-41.7% | $90,766-53.1% | $68,490-37.8% |
| Participation rate | 47.1% | 70.8%-23.8pp | 75.7%-28.6pp | 67.9%-20.8pp |
| Annual return | -21.37% | -13.81%-7.6pp | -12.16%-9.2pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,023 | $2,193-53.3% | $2,922-65.0% | $2,597-60.6% |
| Participant deferral / active EE | $2,457 | $3,626-32.2% | $4,565-46.2% | $4,028-39.0% |
| Admin fee / account holder | $2,930 | $5,897-50.3% | $8,446-65.3% | $5,403-45.8% |