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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 | $40,400 | $77,817-48.1% | $123,553-67.3% | $64,173-37.0% |
| Participation rate | 64.0% | 74.7%-10.7pp | 82.3%-18.3pp | 69.6%-5.6pp |
| Annual return | -10.30% | 12.49%-22.8pp | 119.21%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $1,672 | $3,014-44.5% | $4,628-63.9% | $2,381-29.8% |
| Participant deferral / active EE | $6,347 | $5,240+21.1% | $6,426-1.2% | $3,470+82.9% |
| Admin fee / account holder | $4,742 | $5,519-14.1% | $9,284-48.9% | $4,887-3.0% |