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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 | $52,592 | $127,387-58.7% | $115,038-54.3% | $125,389-58.1% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -3.85% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $842 | $5,166-83.7% | $4,608-81.7% | $4,866-82.7% |
| Participant deferral / active EE | $2,829 | $6,423-56.0% | $6,026-53.1% | $5,352-47.1% |
| Admin fee / account holder | $705 | $9,516-92.6% | $8,175-91.4% | $9,541-92.6% |