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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 | $55,375 | $215,361-74.3% | $171,082-67.6% | $273,972-79.8% |
| Participation rate | 46.2% | 82.0%-35.9pp | 76.7%-30.5pp | 83.0%-36.9pp |
| Annual return | -2.69% | 25.14%-27.8pp | 32.56%-35.2pp | 41.46%-44.1pp |
| Employer contribution / active EE | $814 | $4,967-83.6% | $4,002-79.7% | $4,869-83.3% |
| Participant deferral / active EE | $1,615 | $5,543-70.9% | $4,797-66.3% | $5,287-69.5% |
| Admin fee / account holder | $8,625 | $10,846-20.5% | $8,520+1.2% | $10,133-14.9% |