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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 | $28,173 | $59,813-52.9% | $79,580-64.6% | $68,486-58.9% |
| Participation rate | 46.9% | 61.1%-14.2pp | 69.5%-22.6pp | 67.9%-21.0pp |
| Annual return | -21.48% | -12.30%-9.2pp | 0.15%-21.6pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,140 | $1,505-24.2% | $2,413-52.8% | $2,597-56.1% |
| Participant deferral / active EE | $1,842 | $3,024-39.1% | $3,985-53.8% | $4,028-54.3% |
| Admin fee / account holder | $3,495 | $4,835-27.7% | $6,835-48.9% | $5,404-35.3% |