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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 | $27,673 | $77,816-64.4% | $123,549-77.6% | $64,181-56.9% |
| Participation rate | 47.1% | 74.7%-27.7pp | 82.3%-35.2pp | 69.6%-22.5pp |
| Annual return | -8.16% | 12.49%-20.6pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,834 | $3,014-39.1% | $4,628-60.4% | $2,381-23.0% |
| Participant deferral / active EE | $4,528 | $5,240-13.6% | $6,426-29.5% | $3,470+30.5% |
| Admin fee / account holder | $6,590 | $5,519+19.4% | $9,284-29.0% | $4,887+34.8% |