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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 | $41,792 | $64,719-35.4% | $112,249-62.8% | $68,486-39.0% |
| Participation rate | 40.2% | 67.2%-26.9pp | 75.1%-34.8pp | 67.9%-27.6pp |
| Annual return | -19.54% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $959 | $2,747-65.1% | $3,636-73.6% | $2,597-63.1% |
| Participant deferral / active EE | $3,939 | $3,565+10.5% | $4,729-16.7% | $4,028-2.2% |
| Admin fee / account holder | $3,180 | $5,232-39.2% | $6,412-50.4% | $5,404-41.2% |