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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 | $42,114 | $127,387-66.9% | $115,038-63.4% | $125,389-66.4% |
| Participation rate | 60.9% | 84.2%-23.3pp | 81.4%-20.5pp | 83.2%-22.3pp |
| Annual return | -3.84% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $2,060 | $5,166-60.1% | $4,608-55.3% | $4,866-57.7% |
| Participant deferral / active EE | $3,018 | $6,423-53.0% | $6,026-49.9% | $5,352-43.6% |
| Admin fee / account holder | $2,487 | $9,516-73.9% | $8,175-69.6% | $9,541-73.9% |