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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 | $53,049 | $65,712-19.3% | $57,196-7.2% | $273,972-80.6% |
| Participation rate | 69.6% | 78.3%-8.8pp | 75.3%-5.8pp | 83.0%-13.5pp |
| Annual return | -7.00% | 22.01%-29.0pp | 14.59%-21.6pp | 41.46%-48.5pp |
| Employer contribution / active EE | $4,459 | $3,280+36.0% | $2,683+66.2% | $4,869-8.4% |
| Participant deferral / active EE | $1,663 | $3,782-56.0% | $3,096-46.3% | $5,287-68.6% |
| Admin fee / account holder | $4,950 | $4,838+2.3% | $3,141+57.6% | $10,133-51.1% |