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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 | $51,541 | $64,176-19.7% | $112,263-54.1% | $66,949-23.0% |
| Participation rate | 20.4% | 68.4%-48.1pp | 75.1%-54.7pp | 69.8%-49.5pp |
| Annual return | -20.28% | -13.80%-6.5pp | 27.49%-47.8pp | 1.57%-21.9pp |
| Employer contribution / active EE | $1,001 | $3,007-66.7% | $3,636-72.5% | $2,545-60.7% |
| Participant deferral / active EE | $1,884 | $3,694-49.0% | $4,729-60.2% | $4,239-55.5% |
| Admin fee / account holder | $3,778 | $626+503.6% | $6,410-41.1% | $594+536.4% |