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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 | $46,836 | $73,863-36.6% | $143,797-67.4% | $68,490-31.6% |
| Participation rate | 37.0% | 66.7%-29.6pp | 80.3%-43.3pp | 67.9%-30.9pp |
| Annual return | -19.65% | 0.91%-20.6pp | -0.04%-19.6pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,531 | $3,185-51.9% | $4,952-69.1% | $2,597-41.0% |
| Participant deferral / active EE | $3,023 | $3,385-10.7% | $5,638-46.4% | $4,028-25.0% |
| Admin fee / account holder | $3,206 | $5,756-44.3% | $14,679-78.2% | $5,403-40.7% |