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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 | $39,335 | $113,941-65.5% | $94,228-58.3% | $125,388-68.6% |
| Participation rate | 42.9% | 82.9%-40.0pp | 78.8%-35.9pp | 83.2%-40.3pp |
| Annual return | -5.28% | 5.29%-10.6pp | 10.68%-16.0pp | 282.24%-287.5pp |
| Employer contribution / active EE | $4,183 | $4,727-11.5% | $3,587+16.6% | $4,866-14.0% |
| Participant deferral / active EE | $4,249 | $5,179-17.9% | $4,320-1.6% | $5,352-20.6% |
| Admin fee / account holder | $4,016 | $8,392-52.1% | $6,269-35.9% | $9,541-57.9% |