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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 | $52,329 | $52,678-0.7% | $75,784-30.9% | $59,633-12.2% |
| Participation rate | 56.4% | 67.2%-10.8pp | 75.8%-19.4pp | 68.7%-12.3pp |
| Annual return | -3.69% | 2.95%-6.6pp | 9.68%-13.4pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $1,548 | $2,193-29.4% | $3,323-53.4% | $2,203-29.7% |
| Participant deferral / active EE | $2,460 | $2,591-5.1% | $3,652-32.6% | $3,192-22.9% |
| Admin fee / account holder | $2,341 | $3,610-35.2% | $5,300-55.8% | $4,297-45.5% |