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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 | $63,399 | $77,817-18.5% | $123,553-48.7% | $64,173-1.2% |
| Participation rate | 58.6% | 74.7%-16.1pp | 82.3%-23.7pp | 69.6%-10.9pp |
| Annual return | -8.62% | 12.49%-21.1pp | 119.21%-127.8pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,436 | $3,014-52.3% | $4,628-69.0% | $2,381-39.7% |
| Participant deferral / active EE | $4,815 | $5,240-8.1% | $6,426-25.1% | $3,470+38.8% |
| Admin fee / account holder | $509 | $5,519-90.8% | $9,284-94.5% | $4,887-89.6% |