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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 | $70,048 | $57,061+22.8% | $85,063-17.7% | $80,911-13.4% |
| Participation rate | 46.4% | 56.3%-9.9pp | 67.5%-21.1pp | 67.6%-21.2pp |
| Annual return | -17.00% | 21.66%-38.7pp | 66.54%-83.5pp | 35.63%-52.6pp |
| Employer contribution / active EE | $1,532 | $1,799-14.8% | $2,727-43.8% | $2,756-44.4% |
| Participant deferral / active EE | $2,121 | $3,110-31.8% | $4,523-53.1% | $4,297-50.6% |
| Admin fee / account holder | $24,001 | $4,986+381.4% | $6,155+289.9% | $6,935+246.1% |