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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 | $47,353 | $113,941-58.4% | $94,228-49.7% | $125,388-62.2% |
| Participation rate | 26.3% | 82.9%-56.6pp | 78.8%-52.5pp | 83.2%-56.9pp |
| Annual return | -6.02% | 5.29%-11.3pp | 10.68%-16.7pp | 282.24%-288.3pp |
| Employer contribution / active EE | $1,272 | $4,727-73.1% | $3,587-64.5% | $4,866-73.9% |
| Participant deferral / active EE | $4,494 | $5,179-13.2% | $4,320+4.0% | $5,352-16.0% |
| Admin fee / account holder | $388 | $8,392-95.4% | $6,269-93.8% | $9,541-95.9% |