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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 | $46,301 | $97,881-52.7% | $80,004-42.1% | $125,389-63.1% |
| Participation rate | 57.1% | 77.9%-20.7pp | 73.0%-15.9pp | 83.2%-26.0pp |
| Annual return | -3.92% | 9.36%-13.3pp | 7.63%-11.6pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,476 | $3,128-52.8% | $2,473-40.3% | $4,866-69.7% |
| Participant deferral / active EE | $5,424 | $3,744+44.9% | $3,204+69.3% | $5,352+1.4% |
| Admin fee / account holder | $2,990 | $6,278-52.4% | $5,033-40.6% | $9,541-68.7% |