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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 | $42,329 | $81,870-48.3% | $119,622-64.6% | $68,486-38.2% |
| Participation rate | 59.4% | 71.9%-12.5pp | 79.3%-19.9pp | 67.9%-8.5pp |
| Annual return | -19.66% | -23.82%+4.2pp | -14.98%-4.7pp | -7.85%-11.8pp |
| Employer contribution / active EE | $2,235 | $2,692-17.0% | $4,232-47.2% | $2,597-13.9% |
| Participant deferral / active EE | $5,466 | $4,148+31.8% | $5,601-2.4% | $4,028+35.7% |
| Admin fee / account holder | $3,889 | $6,583-40.9% | $10,328-62.3% | $5,404-28.0% |