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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 | $45,951 | $50,947-9.8% | $74,549-38.4% | $64,173-28.4% |
| Participation rate | 13.0% | 61.1%-48.0pp | 69.1%-56.1pp | 69.6%-56.5pp |
| Annual return | -8.46% | -1.85%-6.6pp | 32.53%-41.0pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,846 | $1,115+65.5% | $1,961-5.8% | $2,381-22.5% |
| Participant deferral / active EE | $2,538 | $2,302+10.3% | $3,108-18.3% | $3,470-26.8% |
| Admin fee / account holder | $1,450 | $4,221-65.6% | $5,059-71.3% | $4,887-70.3% |