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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 | $45,201 | $72,177-37.4% | $115,037-60.7% | $59,632-24.2% |
| Participation rate | 67.2% | 72.6%-5.3pp | 81.4%-14.1pp | 68.7%-1.4pp |
| Annual return | -3.04% | 12.02%-15.1pp | 26.14%-29.2pp | 2041.32%-2044.4pp |
| Employer contribution / active EE | $1,880 | $2,841-33.8% | $4,608-59.2% | $2,203-14.6% |
| Participant deferral / active EE | $4,907 | $4,783+2.6% | $6,026-18.6% | $3,192+53.7% |
| Admin fee / account holder | $10,489 | $4,927+112.9% | $8,175+28.3% | $4,297+144.1% |