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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 | $29,565 | $111,787-73.6% | $93,681-68.4% | $145,978-79.7% |
| Participation rate | 45.0% | 74.2%-29.2pp | 68.7%-23.7pp | 80.3%-35.3pp |
| Annual return | 1.32% | 203.52%-202.2pp | 133.47%-132.1pp | 550.52%-549.2pp |
| Employer contribution / active EE | $2,653 | $3,093-14.3% | $2,422+9.5% | $4,662-43.1% |
| Participant deferral / active EE | $5,785 | $4,918+17.6% | $4,415+31.0% | $6,690-13.5% |
| Admin fee / account holder | $5,649 | $10,256-44.9% | $8,290-31.9% | $13,400-57.8% |