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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 | $57,950 | $97,881-40.8% | $80,004-27.6% | $125,389-53.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 73.0%-6.3pp | 83.2%-16.5pp |
| Annual return | -4.30% | 9.36%-13.7pp | 7.63%-11.9pp | 282.24%-286.5pp |
| Employer contribution / active EE | $4,793 | $3,128+53.3% | $2,473+93.9% | $4,866-1.5% |
| Participant deferral / active EE | $2,083 | $3,744-44.4% | $3,204-35.0% | $5,352-61.1% |
| Admin fee / account holder | $4,544 | $6,278-27.6% | $5,033-9.7% | $9,541-52.4% |