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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 | $57,544 | $73,009-21.2% | $90,756-36.6% | $68,495-16.0% |
| Participation rate | 48.1% | 70.8%-22.8pp | 75.7%-27.6pp | 67.9%-19.8pp |
| Annual return | -25.75% | -13.81%-11.9pp | -12.16%-13.6pp | -7.84%-17.9pp |
| Employer contribution / active EE | $1,220 | $2,193-44.4% | $2,922-58.3% | $2,596-53.0% |
| Participant deferral / active EE | $2,478 | $3,626-31.7% | $4,565-45.7% | $4,028-38.5% |
| Admin fee / account holder | $4,651 | $5,896-21.1% | $8,445-44.9% | $5,403-13.9% |