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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 | $58,464 | $103,949-43.8% | $69,182-15.5% | $273,972-78.7% |
| Participation rate | 42.9% | 67.4%-24.5pp | 55.1%-12.3pp | 83.0%-40.2pp |
| Annual return | -6.55% | 35.28%-41.8pp | -21.93%+15.4pp | 41.46%-48.0pp |
| Employer contribution / active EE | $1,199 | $1,783-32.8% | $1,206-0.6% | $4,869-75.4% |
| Participant deferral / active EE | $1,133 | $2,716-58.3% | $1,897-40.3% | $5,287-78.6% |
| Admin fee / account holder | $893 | $3,671-75.7% | $2,697-66.9% | $10,133-91.2% |