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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 | $53,802 | $64,729-16.9% | $112,263-52.1% | $68,490-21.4% |
| Participation rate | 43.8% | 67.2%-23.4pp | 75.1%-31.3pp | 67.9%-24.1pp |
| Annual return | -24.10% | -11.40%-12.7pp | 27.49%-51.6pp | -7.85%-16.2pp |
| Employer contribution / active EE | $2,587 | $2,746-5.8% | $3,636-28.9% | $2,597-0.4% |
| Participant deferral / active EE | $4,134 | $3,566+15.9% | $4,729-12.6% | $4,028+2.6% |
| Admin fee / account holder | $2,195 | $5,222-58.0% | $6,410-65.8% | $5,403-59.4% |