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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 | $56,316 | $65,364-13.8% | $92,909-39.4% | $72,975-22.8% |
| Participation rate | 66.2% | 68.3%-2.1pp | 76.0%-9.8pp | 69.5%-3.3pp |
| Annual return | -3.10% | 42.11%-45.2pp | 109.44%-112.5pp | 81.01%-84.1pp |
| Employer contribution / active EE | $1,629 | $2,594-37.2% | $3,653-55.4% | $2,440-33.2% |
| Participant deferral / active EE | $4,130 | $3,128+32.0% | $4,238-2.6% | $3,608+14.5% |
| Admin fee / account holder | $1,150 | $4,251-72.9% | $5,795-80.2% | $5,124-77.6% |