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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 | $59,533 | $39,798+49.6% | $67,704-12.1% | $59,633-0.2% |
| Participation rate | 46.2% | 57.4%-11.2pp | 67.5%-21.4pp | 68.7%-22.5pp |
| Annual return | -4.89% | 89.94%-94.8pp | 25.41%-30.3pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,364 | $1,393-2.1% | $2,559-46.7% | $2,203-38.1% |
| Participant deferral / active EE | $3,158 | $2,335+35.2% | $3,585-11.9% | $3,192-1.1% |
| Admin fee / account holder | $3,376 | $3,212+5.1% | $4,255-20.7% | $4,297-21.4% |