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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 | $46,148 | $54,380-15.1% | $68,509-32.6% | $59,633-22.6% |
| Participation rate | 59.5% | 70.2%-10.7pp | 74.7%-15.2pp | 68.7%-9.2pp |
| Annual return | -6.69% | 2.83%-9.5pp | 8.27%-15.0pp | 2041.45%-2048.1pp |
| Employer contribution / active EE | $1,162 | $1,539-24.5% | $2,278-49.0% | $2,203-47.3% |
| Participant deferral / active EE | $1,350 | $2,643-48.9% | $3,382-60.1% | $3,192-57.7% |
| Admin fee / account holder | $1,547 | $3,885-60.2% | $5,275-70.7% | $4,297-64.0% |