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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 | $69,912 | $92,219-24.2% | $76,767-8.9% | $135,380-48.4% |
| Participation rate | 42.9% | 79.8%-36.9pp | 77.0%-34.1pp | 82.6%-39.8pp |
| Annual return | -9.19% | 5.46%-14.6pp | 2.43%-11.6pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,346 | $3,216-58.2% | $2,485-45.9% | $4,779-71.8% |
| Participant deferral / active EE | $3,907 | $4,508-13.3% | $3,852+1.4% | $5,609-30.3% |
| Admin fee / account holder | $2,018 | $10,749-81.2% | $6,675-69.8% | $10,828-81.4% |