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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 | $37,941 | $81,900-53.7% | $119,615-68.3% | $68,498-44.6% |
| Participation rate | 58.3% | 71.9%-13.6pp | 79.3%-20.9pp | 67.9%-9.6pp |
| Annual return | -19.69% | -23.82%+4.1pp | -14.98%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,148 | $2,693-57.4% | $4,232-72.9% | $2,596-55.8% |
| Participant deferral / active EE | $3,077 | $4,148-25.8% | $5,602-45.1% | $4,027-23.6% |
| Admin fee / account holder | $676 | $6,582-89.7% | $10,324-93.5% | $5,403-87.5% |