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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 | $63,247 | $80,985-21.9% | $96,576-34.5% | $75,181-15.9% |
| Participation rate | 45.9% | 71.8%-25.8pp | 76.0%-30.0pp | 67.2%-21.3pp |
| Annual return | -6.64% | 27.05%-33.7pp | 25.87%-32.5pp | 160.69%-167.3pp |
| Employer contribution / active EE | $1,104 | $2,282-51.6% | $2,965-62.8% | $2,671-58.6% |
| Participant deferral / active EE | $2,483 | $3,929-36.8% | $4,851-48.8% | $4,126-39.8% |
| Admin fee / account holder | $5,057 | $6,719-24.7% | $8,253-38.7% | $5,650-10.5% |