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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 | $47,911 | $71,878-33.3% | $86,698-44.7% | $68,486-30.0% |
| Participation rate | 67.9% | 72.2%-4.4pp | 76.6%-8.7pp | 67.9%0pp |
| Annual return | -23.55% | 3.53%-27.1pp | 35.95%-59.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $1,649 | $2,173-24.1% | $2,837-41.9% | $2,597-36.5% |
| Participant deferral / active EE | $4,489 | $3,779+18.8% | $4,656-3.6% | $4,028+11.5% |
| Admin fee / account holder | $806 | $6,113-86.8% | $7,493-89.2% | $5,404-85.1% |