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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 | $39,808 | $73,839-46.1% | $143,788-72.3% | $68,495-41.9% |
| Participation rate | 51.9% | 66.7%-14.8pp | 80.3%-28.5pp | 67.9%-16.0pp |
| Annual return | -24.40% | 1.01%-25.4pp | -0.03%-24.4pp | -7.84%-16.6pp |
| Employer contribution / active EE | $2,605 | $3,184-18.2% | $4,952-47.4% | $2,596+0.3% |
| Participant deferral / active EE | $7,283 | $3,384+115.2% | $5,638+29.2% | $4,028+80.8% |
| Admin fee / account holder | $3,649 | $5,755-36.6% | $14,675-75.1% | $5,403-32.5% |