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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 | $29,263 | $45,872-36.2% | $77,100-62.0% | $68,490-57.3% |
| Participation rate | 50.9% | 55.9%-5.0pp | 67.9%-17.0pp | 67.9%-17.0pp |
| Annual return | -21.05% | 1.73%-22.8pp | 42.35%-63.4pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,872 | $1,650+13.5% | $2,815-33.5% | $2,597-27.9% |
| Participant deferral / active EE | $3,404 | $2,963+14.9% | $4,430-23.1% | $4,028-15.5% |
| Admin fee / account holder | $535 | $3,041-82.4% | $5,443-90.2% | $5,403-90.1% |