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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 | $43,885 | $87,544-49.9% | $75,784-42.1% | $125,388-65.0% |
| Participation rate | 42.9% | 80.2%-37.3pp | 75.8%-33.0pp | 83.2%-40.3pp |
| Annual return | -4.67% | 13.49%-18.2pp | 9.68%-14.4pp | 282.24%-286.9pp |
| Employer contribution / active EE | $2,330 | $3,930-40.7% | $3,323-29.9% | $4,866-52.1% |
| Participant deferral / active EE | $3,932 | $4,229-7.0% | $3,652+7.7% | $5,352-26.5% |
| Admin fee / account holder | $382 | $6,502-94.1% | $5,300-92.8% | $9,541-96.0% |