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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 | $60,513 | $73,848-18.1% | $143,799-57.9% | $68,486-11.6% |
| Participation rate | 45.1% | 66.7%-21.6pp | 80.3%-35.2pp | 67.9%-22.8pp |
| Annual return | -19.71% | 0.91%-20.6pp | -0.04%-19.7pp | -7.85%-11.9pp |
| Employer contribution / active EE | $1,598 | $3,184-49.8% | $4,952-67.7% | $2,597-38.5% |
| Participant deferral / active EE | $2,701 | $3,385-20.2% | $5,638-52.1% | $4,028-32.9% |
| Admin fee / account holder | $8,856 | $5,755+53.9% | $14,677-39.7% | $5,404+63.9% |