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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 | $43,396 | $72,388-40.1% | $111,392-61.0% | $64,173-32.4% |
| Participation rate | 51.4% | 70.5%-19.2pp | 78.9%-27.5pp | 69.6%-18.2pp |
| Annual return | -8.00% | -1.50%-6.5pp | -2.06%-5.9pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,335 | $3,000-55.5% | $4,328-69.2% | $2,381-43.9% |
| Participant deferral / active EE | $2,441 | $4,241-42.5% | $5,567-56.2% | $3,470-29.7% |
| Admin fee / account holder | $4,968 | $5,719-13.1% | $12,266-59.5% | $4,887+1.6% |