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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 | $55,739 | $93,346-40.3% | $71,796-22.4% | $273,972-79.7% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.1%-9.1pp | 83.0%-23.0pp |
| Annual return | -2.02% | 130.39%-132.4pp | 78.04%-80.1pp | 41.46%-43.5pp |
| Employer contribution / active EE | $912 | $2,733-66.6% | $1,924-52.6% | $4,869-81.3% |
| Participant deferral / active EE | $5,090 | $3,475+46.5% | $2,794+82.1% | $5,287-3.7% |
| Admin fee / account holder | $1,274 | $6,571-80.6% | $4,815-73.5% | $10,133-87.4% |