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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 | $29,135 | $99,032-70.6% | $80,022-63.6% | $135,379-78.5% |
| Participation rate | 46.2% | 78.4%-32.2pp | 75.8%-29.7pp | 82.6%-36.5pp |
| Annual return | -9.17% | 15.39%-24.6pp | 11.22%-20.4pp | 519.79%-529.0pp |
| Employer contribution / active EE | $1,933 | $3,043-36.5% | $2,468-21.7% | $4,779-59.5% |
| Participant deferral / active EE | $4,298 | $4,282+0.4% | $3,686+16.6% | $5,609-23.4% |
| Admin fee / account holder | $1,067 | $10,436-89.8% | $6,521-83.6% | $10,828-90.1% |