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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 | $55,189 | $39,132+41.0% | $57,196-3.5% | $62,881-12.2% |
| Participation rate | 0.0% | 70.5%-70.5pp | 75.3%-75.3pp | 69.3%-69.3pp |
| Annual return | -8.45% | 9.24%-17.7pp | 14.59%-23.0pp | 20.14%-28.6pp |
| Employer contribution / active EE | $1,251 | $1,874-33.2% | $2,683-53.4% | $2,281-45.1% |
| Participant deferral / active EE | $1,885 | $2,374-20.6% | $3,096-39.1% | $3,203-41.1% |
| Admin fee / account holder | $4,859 | $2,594+87.3% | $3,141+54.7% | $4,296+13.1% |