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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 | $50,334 | $72,273-30.4% | $101,275-50.3% | $79,856-37.0% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | -9.25% | 22.30%-31.5pp | 46.48%-55.7pp | 31.71%-41.0pp |
| Employer contribution / active EE | $1,360 | $2,691-49.5% | $3,660-62.9% | $2,471-45.0% |
| Participant deferral / active EE | $2,320 | $3,282-29.3% | $4,371-46.9% | $3,741-38.0% |
| Admin fee / account holder | $2,661 | $4,401-39.5% | $5,948-55.3% | $5,306-49.9% |