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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 | $45,662 | $80,992-43.6% | $96,534-52.7% | $75,173-39.3% |
| Participation rate | 56.7% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.5pp |
| Annual return | -1.05% | 27.05%-28.1pp | 25.88%-26.9pp | 160.72%-161.8pp |
| Employer contribution / active EE | $1,673 | $2,283-26.7% | $2,965-43.6% | $2,671-37.4% |
| Participant deferral / active EE | $3,440 | $3,929-12.5% | $4,851-29.1% | $4,126-16.6% |
| Admin fee / account holder | $2,863 | $6,717-57.4% | $8,253-65.3% | $5,651-49.3% |