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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 | $37,258 | $73,848-49.5% | $143,799-74.1% | $68,486-45.6% |
| Participation rate | 48.6% | 66.7%-18.1pp | 80.3%-31.7pp | 67.9%-19.3pp |
| Annual return | -19.96% | 0.91%-20.9pp | -0.04%-19.9pp | -7.85%-12.1pp |
| Employer contribution / active EE | $2,440 | $3,184-23.4% | $4,952-50.7% | $2,597-6.0% |
| Participant deferral / active EE | $4,238 | $3,385+25.2% | $5,638-24.8% | $4,028+5.2% |
| Admin fee / account holder | $4,164 | $5,755-27.6% | $14,677-71.6% | $5,404-22.9% |