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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 | $72,325 | $72,177+0.2% | $115,038-37.1% | $59,633+21.3% |
| Participation rate | 40.0% | 72.6%-32.6pp | 81.4%-41.4pp | 68.7%-28.7pp |
| Annual return | -4.00% | 12.02%-16.0pp | 26.14%-30.1pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,376 | $2,841-51.6% | $4,608-70.1% | $2,203-37.5% |
| Participant deferral / active EE | $2,269 | $4,783-52.6% | $6,026-62.4% | $3,192-28.9% |
| Admin fee / account holder | $1,042 | $4,927-78.8% | $8,175-87.2% | $4,297-75.7% |