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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 | $35,955 | $48,235-25.5% | $68,803-47.7% | $68,490-47.5% |
| Participation rate | 47.1% | 60.7%-13.6pp | 69.0%-22.0pp | 67.9%-20.8pp |
| Annual return | -23.83% | -12.70%-11.1pp | -6.37%-17.5pp | -7.85%-16.0pp |
| Employer contribution / active EE | $1,545 | $1,829-15.5% | $2,656-41.8% | $2,597-40.5% |
| Participant deferral / active EE | $2,497 | $2,867-12.9% | $3,942-36.7% | $4,028-38.0% |
| Admin fee / account holder | $796 | $4,361-81.8% | $4,936-83.9% | $5,403-85.3% |