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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 | $50,550 | $113,941-55.6% | $94,229-46.4% | $125,389-59.7% |
| Participation rate | 54.2% | 82.9%-28.7pp | 78.8%-24.6pp | 83.2%-29.0pp |
| Annual return | -3.71% | 5.29%-9.0pp | 10.68%-14.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,995 | $4,727-57.8% | $3,587-44.4% | $4,866-59.0% |
| Participant deferral / active EE | $3,295 | $5,179-36.4% | $4,320-23.7% | $5,352-38.4% |
| Admin fee / account holder | $10,018 | $8,392+19.4% | $6,269+59.8% | $9,541+5.0% |