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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 | $42,668 | $81,870-47.9% | $119,622-64.3% | $68,486-37.7% |
| Participation rate | 35.5% | 71.9%-36.4pp | 79.3%-43.8pp | 67.9%-32.4pp |
| Annual return | -20.26% | -23.82%+3.6pp | -14.98%-5.3pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,490 | $2,692-44.6% | $4,232-64.8% | $2,597-42.6% |
| Participant deferral / active EE | $2,787 | $4,148-32.8% | $5,601-50.2% | $4,028-30.8% |
| Admin fee / account holder | $3,221 | $6,583-51.1% | $10,328-68.8% | $5,404-40.4% |