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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 | $31,326 | $81,870-61.7% | $119,608-73.8% | $68,495-54.3% |
| Participation rate | 45.3% | 71.9%-26.6pp | 79.3%-34.0pp | 67.9%-22.6pp |
| Annual return | -22.63% | -23.82%+1.2pp | -14.98%-7.6pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,790 | $2,692-33.5% | $4,232-57.7% | $2,596-31.1% |
| Participant deferral / active EE | $5,653 | $4,148+36.3% | $5,601+0.9% | $4,028+40.4% |
| Admin fee / account holder | $1,146 | $6,583-82.6% | $10,326-88.9% | $5,403-78.8% |