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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 | $62,308 | $70,486-11.6% | $100,535-38.0% | $79,856-22.0% |
| Participation rate | 48.5% | 73.6%-25.2pp | 79.4%-30.9pp | 69.6%-21.2pp |
| Annual return | -2.95% | 21.90%-24.9pp | 30.90%-33.8pp | 31.71%-34.7pp |
| Employer contribution / active EE | $1,192 | $2,165-44.9% | $3,419-65.1% | $2,471-51.8% |
| Participant deferral / active EE | $2,431 | $5,182-53.1% | $6,271-61.2% | $3,741-35.0% |
| Admin fee / account holder | $1,742 | $4,480-61.1% | $8,085-78.5% | $5,306-67.2% |