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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 | $58,518 | $113,941-48.6% | $94,229-37.9% | $125,389-53.3% |
| Participation rate | 59.1% | 82.9%-23.8pp | 78.8%-19.7pp | 83.2%-24.1pp |
| Annual return | -5.42% | 5.29%-10.7pp | 10.68%-16.1pp | 282.24%-287.7pp |
| Employer contribution / active EE | $1,581 | $4,727-66.6% | $3,587-55.9% | $4,866-67.5% |
| Participant deferral / active EE | $2,156 | $5,179-58.4% | $4,320-50.1% | $5,352-59.7% |
| Admin fee / account holder | $1,845 | $8,392-78.0% | $6,269-70.6% | $9,541-80.7% |