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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 | $30,398 | $58,851-48.3% | $115,170-73.6% | $72,975-58.3% |
| Participation rate | 45.7% | 65.5%-19.8pp | 75.9%-30.2pp | 69.5%-23.8pp |
| Annual return | -39.45% | 23.16%-62.6pp | 35.60%-75.1pp | 81.01%-120.5pp |
| Employer contribution / active EE | $1,379 | $1,798-23.3% | $3,179-56.6% | $2,440-43.5% |
| Participant deferral / active EE | $1,686 | $2,643-36.2% | $4,169-59.6% | $3,608-53.3% |
| Admin fee / account holder | $4,374 | $6,370-31.3% | $7,089-38.3% | $5,124-14.6% |