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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 | $44,551 | $81,870-45.6% | $119,608-62.8% | $68,495-35.0% |
| Participation rate | 33.3% | 71.9%-38.6pp | 79.3%-45.9pp | 67.9%-34.6pp |
| Annual return | -19.40% | -23.82%+4.4pp | -14.98%-4.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,583 | $2,692-41.2% | $4,232-62.6% | $2,596-39.0% |
| Participant deferral / active EE | $3,823 | $4,148-7.8% | $5,601-31.8% | $4,028-5.1% |
| Admin fee / account holder | $1,650 | $6,583-74.9% | $10,326-84.0% | $5,403-69.5% |