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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 | $44,722 | $64,719-30.9% | $112,249-60.2% | $68,486-34.7% |
| Participation rate | 44.6% | 67.2%-22.6pp | 75.1%-30.5pp | 67.9%-23.3pp |
| Annual return | -20.67% | -11.40%-9.3pp | 27.48%-48.2pp | -7.85%-12.8pp |
| Employer contribution / active EE | $2,204 | $2,747-19.7% | $3,636-39.4% | $2,597-15.1% |
| Participant deferral / active EE | $5,157 | $3,565+44.7% | $4,729+9.1% | $4,028+28.1% |
| Admin fee / account holder | $660 | $5,232-87.4% | $6,412-89.7% | $5,404-87.8% |