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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 | $52,008 | $73,848-29.6% | $143,799-63.8% | $68,486-24.1% |
| Participation rate | 45.0% | 66.7%-21.7pp | 80.3%-35.3pp | 67.9%-22.9pp |
| Annual return | -19.53% | 0.91%-20.4pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,800 | $3,184-43.5% | $4,952-63.7% | $2,597-30.7% |
| Participant deferral / active EE | $3,627 | $3,385+7.2% | $5,638-35.7% | $4,028-9.9% |
| Admin fee / account holder | $2,771 | $5,755-51.9% | $14,677-81.1% | $5,404-48.7% |