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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 | $47,297 | $107,806-56.1% | $90,655-47.8% | $135,382-65.1% |
| Participation rate | 60.0% | 78.0%-18.0pp | 74.0%-14.0pp | 82.6%-22.6pp |
| Annual return | -11.53% | -0.90%-10.6pp | 1.89%-13.4pp | 519.77%-531.3pp |
| Employer contribution / active EE | $2,392 | $3,018-20.8% | $2,532-5.5% | $4,779-50.0% |
| Participant deferral / active EE | $5,319 | $3,872+37.4% | $3,425+55.3% | $5,609-5.2% |
| Admin fee / account holder | $787 | $5,931-86.7% | $4,994-84.3% | $10,829-92.7% |