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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 | $32,046 | $42,909-25.3% | $60,906-47.4% | $68,486-53.2% |
| Participation rate | 55.4% | 66.8%-11.4pp | 73.1%-17.7pp | 67.9%-12.5pp |
| Annual return | -19.05% | -13.99%-5.1pp | 16.94%-36.0pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,325 | $1,979-33.0% | $2,703-51.0% | $2,597-49.0% |
| Participant deferral / active EE | $2,376 | $2,866-17.1% | $3,814-37.7% | $4,028-41.0% |
| Admin fee / account holder | $2,212 | $3,104-28.8% | $3,227-31.5% | $5,404-59.1% |