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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 | $55,403 | $72,269-23.3% | $101,271-45.3% | $79,852-30.6% |
| Participation rate | 48.0% | 68.5%-20.5pp | 75.8%-27.8pp | 69.6%-21.6pp |
| Annual return | -7.35% | 22.29%-29.6pp | 46.48%-53.8pp | 31.72%-39.1pp |
| Employer contribution / active EE | $2,157 | $2,692-19.9% | $3,660-41.1% | $2,471-12.7% |
| Participant deferral / active EE | $3,958 | $3,282+20.6% | $4,371-9.4% | $3,740+5.8% |
| Admin fee / account holder | $13,678 | $4,401+210.8% | $5,948+130.0% | $5,306+157.8% |