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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 | $47,924 | $72,027-33.5% | $185,861-74.2% | $79,856-40.0% |
| Participation rate | 53.3% | 65.8%-12.4pp | 78.0%-24.7pp | 69.6%-16.3pp |
| Annual return | -7.67% | 23.13%-30.8pp | 35.96%-43.6pp | 31.71%-39.4pp |
| Employer contribution / active EE | $2,313 | $1,965+17.7% | $4,088-43.4% | $2,471-6.4% |
| Participant deferral / active EE | $4,002 | $3,780+5.9% | $5,634-29.0% | $3,741+7.0% |
| Admin fee / account holder | $6,391 | $4,513+41.6% | $9,503-32.7% | $5,306+20.4% |