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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 | $31,537 | $59,819-47.3% | $79,583-60.4% | $68,490-54.0% |
| Participation rate | 50.9% | 61.1%-10.2pp | 69.5%-18.6pp | 67.9%-17.0pp |
| Annual return | -21.56% | -12.30%-9.3pp | 0.16%-21.7pp | -7.85%-13.7pp |
| Employer contribution / active EE | $1,112 | $1,505-26.1% | $2,414-53.9% | $2,597-57.2% |
| Participant deferral / active EE | $2,087 | $3,025-31.0% | $3,986-47.6% | $4,028-48.2% |
| Admin fee / account holder | $2,196 | $4,835-54.6% | $6,835-67.9% | $5,403-59.4% |