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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 | $57,140+22.6% | $85,240-17.8% | $80,959-13.5% |
| Participation rate | 46.4% | 56.4%-10.0pp | 67.5%-21.1pp | 67.7%-21.2pp |
| Annual return | -17.00% | 21.71%-38.7pp | 66.75%-83.7pp | 35.67%-52.7pp |
| Employer contribution / active EE | $1,532 | $1,802-15.0% | $2,735-44.0% | $2,757-44.4% |
| Participant deferral / active EE | $2,121 | $3,115-31.9% | $4,527-53.1% | $4,300-50.7% |
| Admin fee / account holder | $24,001 | $4,992+380.8% | $6,165+289.3% | $6,925+246.6% |