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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 | $48,022 | $73,009-34.2% | $90,760-47.1% | $68,486-29.9% |
| Participation rate | 54.1% | 70.8%-16.8pp | 75.7%-21.6pp | 67.9%-13.8pp |
| Annual return | -18.95% | -13.81%-5.1pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $1,591 | $2,193-27.4% | $2,922-45.5% | $2,597-38.7% |
| Participant deferral / active EE | $4,128 | $3,626+13.8% | $4,565-9.6% | $4,028+2.5% |
| Admin fee / account holder | $4,958 | $5,896-15.9% | $8,444-41.3% | $5,404-8.3% |