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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 | $63,571 | $67,411-5.7% | $91,004-30.1% | $70,126-9.3% |
| Participation rate | 50.0% | 71.4%-21.4pp | 75.6%-25.6pp | 69.5%-19.5pp |
| Annual return | 9.51% | -40.16%+49.7pp | 4.60%+4.9pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,146 | $1,786-35.9% | $2,456-53.3% | $2,343-51.1% |
| Participant deferral / active EE | $1,879 | $2,823-33.4% | $3,548-47.0% | $3,332-43.6% |
| Admin fee / account holder | $477 | $4,236-88.7% | $5,417-91.2% | $4,645-89.7% |