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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 | $49,804 | $158,852-68.6% | $121,220-58.9% | $135,380-63.2% |
| Participation rate | 61.1% | 79.3%-18.2pp | 71.8%-10.6pp | 82.6%-21.5pp |
| Annual return | -10.23% | -0.64%-9.6pp | 16.94%-27.2pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,297 | $5,666-77.1% | $4,023-67.8% | $4,779-72.9% |
| Participant deferral / active EE | $2,981 | $4,006-25.6% | $3,345-10.9% | $5,609-46.8% |
| Admin fee / account holder | $739 | $6,515-88.6% | $5,021-85.3% | $10,828-93.2% |