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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 | $51,385 | $69,977-26.6% | $108,582-52.7% | $62,881-18.3% |
| Participation rate | 56.5% | 72.9%-16.4pp | 79.6%-23.1pp | 69.3%-12.8pp |
| Annual return | -2.11% | 10.73%-12.8pp | -51.70%+49.6pp | 20.14%-22.3pp |
| Employer contribution / active EE | $1,306 | $2,135-38.8% | $3,758-65.2% | $2,281-42.7% |
| Participant deferral / active EE | $1,894 | $3,165-40.1% | $4,311-56.1% | $3,203-40.9% |
| Admin fee / account holder | $10,237 | $5,076+101.7% | $7,645+33.9% | $4,296+138.3% |