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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 | $50,651 | $64,716-21.7% | $112,258-54.9% | $68,495-26.1% |
| Participation rate | 62.1% | 67.2%-5.0pp | 75.1%-12.9pp | 67.9%-5.8pp |
| Annual return | -19.47% | -11.40%-8.1pp | 27.47%-46.9pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,856 | $2,746-32.4% | $3,636-48.9% | $2,596-28.5% |
| Participant deferral / active EE | $3,055 | $3,565-14.3% | $4,728-35.4% | $4,028-24.2% |
| Admin fee / account holder | $3,035 | $5,232-42.0% | $6,411-52.7% | $5,403-43.8% |