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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 | $48,926 | $71,873-31.9% | $86,698-43.6% | $68,490-28.6% |
| Participation rate | 42.1% | 72.2%-30.1pp | 76.6%-34.5pp | 67.9%-25.8pp |
| Annual return | -25.50% | 3.54%-29.0pp | 35.96%-61.5pp | -7.85%-17.6pp |
| Employer contribution / active EE | $1,507 | $2,173-30.6% | $2,837-46.9% | $2,597-41.9% |
| Participant deferral / active EE | $3,814 | $3,779+0.9% | $4,656-18.1% | $4,028-5.3% |
| Admin fee / account holder | $2,686 | $6,110-56.0% | $7,492-64.2% | $5,403-50.3% |