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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 | $52,457 | $127,387-58.8% | $115,038-54.4% | $125,389-58.2% |
| Participation rate | 68.8% | 84.2%-15.4pp | 81.4%-12.6pp | 83.2%-14.4pp |
| Annual return | -3.74% | 31.28%-35.0pp | 26.14%-29.9pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,893 | $5,166-63.4% | $4,608-58.9% | $4,866-61.1% |
| Participant deferral / active EE | $3,035 | $6,423-52.8% | $6,026-49.6% | $5,352-43.3% |
| Admin fee / account holder | $506 | $9,516-94.7% | $8,175-93.8% | $9,541-94.7% |