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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 | $47,099 | $72,269-34.8% | $101,271-53.5% | $79,852-41.0% |
| Participation rate | 48.3% | 68.5%-20.2pp | 75.8%-27.5pp | 69.6%-21.4pp |
| Annual return | -2.30% | 22.29%-24.6pp | 46.48%-48.8pp | 31.72%-34.0pp |
| Employer contribution / active EE | $1,586 | $2,692-41.1% | $3,660-56.7% | $2,471-35.8% |
| Participant deferral / active EE | $2,275 | $3,282-30.7% | $4,371-47.9% | $3,740-39.2% |
| Admin fee / account holder | $2,655 | $4,401-39.7% | $5,948-55.4% | $5,306-50.0% |