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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 | $41,140 | $77,816-47.1% | $123,552-66.7% | $64,173-35.9% |
| Participation rate | 57.7% | 74.7%-17.0pp | 82.3%-24.6pp | 69.6%-11.9pp |
| Annual return | -8.33% | 12.49%-20.8pp | 119.20%-127.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,686 | $3,014-44.1% | $4,628-63.6% | $2,381-29.2% |
| Participant deferral / active EE | $2,572 | $5,240-50.9% | $6,426-60.0% | $3,470-25.9% |
| Admin fee / account holder | $382 | $5,519-93.1% | $9,285-95.9% | $4,887-92.2% |