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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 | $51,623 | $87,546-41.0% | $75,784-31.9% | $125,389-58.8% |
| Participation rate | 62.5% | 80.2%-17.7pp | 75.8%-13.3pp | 83.2%-20.7pp |
| Annual return | -5.87% | 13.49%-19.4pp | 9.68%-15.6pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,195 | $3,930-69.6% | $3,323-64.0% | $4,866-75.4% |
| Participant deferral / active EE | $2,895 | $4,230-31.6% | $3,652-20.7% | $5,352-45.9% |
| Admin fee / account holder | $1,008 | $6,503-84.5% | $5,300-81.0% | $9,541-89.4% |