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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 | $46,203 | $46,697-1.1% | $117,533-60.7% | $68,486-32.5% |
| Participation rate | 51.4% | 56.8%-5.3pp | 70.6%-19.2pp | 67.9%-16.5pp |
| Annual return | -21.77% | -14.52%-7.3pp | 29.77%-51.5pp | -7.85%-13.9pp |
| Employer contribution / active EE | $1,050 | $1,506-30.3% | $4,179-74.9% | $2,597-59.6% |
| Participant deferral / active EE | $1,341 | $2,637-49.1% | $4,072-67.1% | $4,028-66.7% |
| Admin fee / account holder | $9,177 | $4,023+128.1% | $5,647+62.5% | $5,404+69.8% |