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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 | $47,142 | $53,162-11.3% | $91,225-48.3% | $68,486-31.2% |
| Participation rate | 51.9% | 63.2%-11.4pp | 73.2%-21.3pp | 67.9%-16.0pp |
| Annual return | -22.22% | -3.14%-19.1pp | 114.12%-136.3pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,497 | $1,709-12.4% | $2,851-47.5% | $2,597-42.3% |
| Participant deferral / active EE | $2,653 | $2,974-10.8% | $4,233-37.3% | $4,028-34.1% |
| Admin fee / account holder | $1,555 | $4,493-65.4% | $5,422-71.3% | $5,404-71.2% |