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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 | $62,512 | $81,870-23.6% | $119,634-47.7% | $68,490-8.7% |
| Participation rate | 46.2% | 71.9%-25.7pp | 79.3%-33.1pp | 67.9%-21.7pp |
| Annual return | -28.50% | -23.82%-4.7pp | -14.98%-13.5pp | -7.85%-20.6pp |
| Employer contribution / active EE | $962 | $2,692-64.3% | $4,232-77.3% | $2,597-63.0% |
| Participant deferral / active EE | $3,349 | $4,148-19.3% | $5,601-40.2% | $4,028-16.9% |
| Admin fee / account holder | $1,278 | $6,583-80.6% | $10,329-87.6% | $5,403-76.3% |