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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 | $81,612 | $116,203-29.8% | $93,621-12.8% | $152,897-46.6% |
| Participation rate | 52.4% | 78.1%-25.7pp | 75.8%-23.5pp | 82.5%-30.1pp |
| Annual return | -1.75% | 35.96%-37.7pp | 32.76%-34.5pp | 345.43%-347.2pp |
| Employer contribution / active EE | $1,554 | $3,219-51.7% | $2,719-42.8% | $4,764-67.4% |
| Participant deferral / active EE | $2,343 | $4,605-49.1% | $4,070-42.4% | $5,851-60.0% |
| Admin fee / account holder | $3,884 | $10,751-63.9% | $7,890-50.8% | $11,599-66.5% |