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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 | $44,464 | $72,177-38.4% | $115,038-61.3% | $59,633-25.4% |
| Participation rate | 67.9% | 72.6%-4.7pp | 81.4%-13.5pp | 68.7%-0.8pp |
| Annual return | -7.12% | 12.02%-19.1pp | 26.14%-33.3pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $1,273 | $2,841-55.2% | $4,608-72.4% | $2,203-42.2% |
| Participant deferral / active EE | $3,810 | $4,783-20.3% | $6,026-36.8% | $3,192+19.4% |
| Admin fee / account holder | $605 | $4,927-87.7% | $8,175-92.6% | $4,297-85.9% |