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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 | $32,690 | $57,119-42.8% | $85,187-61.6% | $80,935-59.6% |
| Participation rate | 55.0% | 56.4%-1.4pp | 67.5%-12.5pp | 67.7%-12.7pp |
| Annual return | -4.53% | 21.70%-26.2pp | 66.67%-71.2pp | 35.66%-40.2pp |
| Employer contribution / active EE | $1,180 | $1,802-34.5% | $2,732-56.8% | $2,757-57.2% |
| Participant deferral / active EE | $5,627 | $3,115+80.6% | $4,525+24.3% | $4,299+30.9% |
| Admin fee / account holder | $8,186 | $4,990+64.1% | $6,162+32.9% | $6,924+18.2% |