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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 | $54,177 | $87,546-38.1% | $75,784-28.5% | $125,389-56.8% |
| Participation rate | 69.2% | 80.2%-10.9pp | 75.8%-6.6pp | 83.2%-14.0pp |
| Annual return | -5.53% | 13.49%-19.0pp | 9.68%-15.2pp | 282.24%-287.8pp |
| Employer contribution / active EE | $2,323 | $3,930-40.9% | $3,323-30.1% | $4,866-52.3% |
| Participant deferral / active EE | $3,565 | $4,230-15.7% | $3,652-2.4% | $5,352-33.4% |
| Admin fee / account holder | $5,083 | $6,503-21.8% | $5,300-4.1% | $9,541-46.7% |