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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 | $50,553 | $71,873-29.7% | $86,698-41.7% | $68,490-26.2% |
| Participation rate | 59.3% | 72.2%-13.0pp | 76.6%-17.3pp | 67.9%-8.6pp |
| Annual return | -19.09% | 3.54%-22.6pp | 35.96%-55.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,811 | $2,173-16.7% | $2,837-36.2% | $2,597-30.3% |
| Participant deferral / active EE | $3,343 | $3,779-11.5% | $4,656-28.2% | $4,028-17.0% |
| Admin fee / account holder | $4,374 | $6,110-28.4% | $7,492-41.6% | $5,403-19.0% |