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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 | $47,058 | $72,177-34.8% | $115,038-59.1% | $59,633-21.1% |
| Participation rate | 60.0% | 72.6%-12.6pp | 81.4%-21.4pp | 68.7%-8.7pp |
| Annual return | -2.77% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $2,038 | $2,841-28.3% | $4,608-55.8% | $2,203-7.5% |
| Participant deferral / active EE | $4,898 | $4,783+2.4% | $6,026-18.7% | $3,192+53.5% |
| Admin fee / account holder | $10,748 | $4,927+118.1% | $8,175+31.5% | $4,297+150.1% |