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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 | $45,294 | $62,589-27.6% | $76,768-41.0% | $64,173-29.4% |
| Participation rate | 53.3% | 72.8%-19.5pp | 77.0%-23.6pp | 69.6%-16.2pp |
| Annual return | -8.73% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,405 | $1,832-23.3% | $2,485-43.5% | $2,381-41.0% |
| Participant deferral / active EE | $2,723 | $3,145-13.4% | $3,852-29.3% | $3,470-21.5% |
| Admin fee / account holder | $4,671 | $4,667+0.1% | $6,675-30.0% | $4,887-4.4% |