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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 | $42,457 | $72,177-41.2% | $115,038-63.1% | $59,633-28.8% |
| Participation rate | 52.7% | 72.6%-19.8pp | 81.4%-28.6pp | 68.7%-15.9pp |
| Annual return | -5.15% | 12.02%-17.2pp | 26.14%-31.3pp | 2041.45%-2046.6pp |
| Employer contribution / active EE | $790 | $2,841-72.2% | $4,608-82.9% | $2,203-64.1% |
| Participant deferral / active EE | $2,554 | $4,783-46.6% | $6,026-57.6% | $3,192-20.0% |
| Admin fee / account holder | $2,409 | $4,927-51.1% | $8,175-70.5% | $4,297-43.9% |