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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 | $52,678 | $106,267-50.4% | $96,520-45.4% | $139,456-62.2% |
| Participation rate | 64.7% | 77.8%-13.1pp | 74.3%-9.6pp | 80.3%-15.6pp |
| Annual return | -6.99% | 38.45%-45.4pp | 35.72%-42.7pp | 373.45%-380.4pp |
| Employer contribution / active EE | $1,348 | $4,105-67.2% | $3,739-63.9% | $4,753-71.6% |
| Participant deferral / active EE | $1,606 | $5,454-70.6% | $4,879-67.1% | $6,711-76.1% |
| Admin fee / account holder | $1,563 | $7,882-80.2% | $6,733-76.8% | $11,407-86.3% |