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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 | $39,848 | $72,177-44.8% | $115,038-65.4% | $59,633-33.2% |
| Participation rate | 55.8% | 72.6%-16.7pp | 81.4%-25.5pp | 68.7%-12.8pp |
| Annual return | -3.12% | 12.02%-15.1pp | 26.14%-29.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $1,548 | $2,841-45.5% | $4,608-66.4% | $2,203-29.7% |
| Participant deferral / active EE | $5,349 | $4,783+11.8% | $6,026-11.2% | $3,192+67.6% |
| Admin fee / account holder | $1,079 | $4,927-78.1% | $8,175-86.8% | $4,297-74.9% |