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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 | $49,958 | $127,387-60.8% | $115,038-56.6% | $125,389-60.2% |
| Participation rate | 62.5% | 84.2%-21.7pp | 81.4%-18.9pp | 83.2%-20.7pp |
| Annual return | -3.72% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $890 | $5,166-82.8% | $4,608-80.7% | $4,866-81.7% |
| Participant deferral / active EE | $5,505 | $6,423-14.3% | $6,026-8.6% | $5,352+2.9% |
| Admin fee / account holder | $504 | $9,516-94.7% | $8,175-93.8% | $9,541-94.7% |