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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 | $54,912 | $52,678+4.2% | $75,784-27.5% | $59,633-7.9% |
| Participation rate | 37.9% | 67.2%-29.3pp | 75.8%-37.9pp | 68.7%-30.7pp |
| Annual return | -4.04% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $1,005 | $2,193-54.2% | $3,323-69.8% | $2,203-54.4% |
| Participant deferral / active EE | $2,685 | $2,591+3.7% | $3,652-26.5% | $3,192-15.9% |
| Admin fee / account holder | $1,033 | $3,610-71.4% | $5,300-80.5% | $4,297-76.0% |