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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 | $41,936 | $79,633-47.3% | $93,759-55.3% | $68,495-38.8% |
| Participation rate | 64.3% | 75.4%-11.1pp | 81.0%-16.7pp | 67.9%-3.6pp |
| Annual return | -23.76% | -0.10%-23.7pp | -11.33%-12.4pp | -7.84%-15.9pp |
| Employer contribution / active EE | $2,058 | $3,665-43.8% | $4,324-52.4% | $2,596-20.7% |
| Participant deferral / active EE | $4,131 | $5,158-19.9% | $6,096-32.2% | $4,028+2.6% |
| Admin fee / account holder | $1,396 | $6,871-79.7% | $7,197-80.6% | $5,403-74.2% |