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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 | $57,268 | $76,551-25.2% | $123,894-53.8% | $62,881-8.9% |
| Participation rate | 43.5% | 73.0%-29.5pp | 81.4%-37.9pp | 69.3%-25.8pp |
| Annual return | -2.60% | 18.68%-21.3pp | 47.52%-50.1pp | 20.14%-22.7pp |
| Employer contribution / active EE | $2,596 | $2,882-9.9% | $4,617-43.8% | $2,281+13.8% |
| Participant deferral / active EE | $4,797 | $4,840-0.9% | $5,984-19.8% | $3,203+49.8% |
| Admin fee / account holder | $10,017 | $4,826+107.6% | $8,357+19.9% | $4,296+133.2% |