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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 | $37,805 | $71,872-47.4% | $86,691-56.4% | $68,495-44.8% |
| Participation rate | 45.1% | 72.2%-27.1pp | 76.6%-31.5pp | 67.9%-22.8pp |
| Annual return | -21.73% | 3.53%-25.3pp | 35.94%-57.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $1,866 | $2,173-14.1% | $2,837-34.2% | $2,596-28.1% |
| Participant deferral / active EE | $3,850 | $3,779+1.9% | $4,656-17.3% | $4,028-4.4% |
| Admin fee / account holder | $403 | $6,112-93.4% | $7,492-94.6% | $5,403-92.5% |