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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 | $48,561 | $162,812-70.2% | $133,971-63.8% | $158,966-69.5% |
| Participation rate | 63.6% | 83.2%-19.6pp | 79.8%-16.2pp | 82.0%-18.3pp |
| Annual return | -0.55% | 41.94%-42.5pp | 45.09%-45.6pp | 302.95%-303.5pp |
| Employer contribution / active EE | $1,883 | $4,976-62.2% | $3,919-51.9% | $4,762-60.5% |
| Participant deferral / active EE | $4,802 | $5,910-18.8% | $5,047-4.9% | $5,983-19.7% |
| Admin fee / account holder | $3,153 | $11,741-73.1% | $8,929-64.7% | $11,250-72.0% |