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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 | $35,778 | $181,896-80.3% | $156,551-77.1% | $273,972-86.9% |
| Participation rate | 42.9% | 88.4%-45.5pp | 84.0%-41.2pp | 83.0%-40.2pp |
| Annual return | -7.53% | 30.74%-38.3pp | 32.23%-39.8pp | 41.46%-49.0pp |
| Employer contribution / active EE | $2,085 | $6,248-66.6% | $5,501-62.1% | $4,869-57.2% |
| Participant deferral / active EE | $2,556 | $5,550-53.9% | $4,871-47.5% | $5,287-51.7% |
| Admin fee / account holder | $12,251 | $15,560-21.3% | $13,028-6.0% | $10,133+20.9% |