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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 | $45,597 | $92,219-50.6% | $76,767-40.6% | $135,380-66.3% |
| Participation rate | 27.8% | 79.8%-52.0pp | 77.0%-49.2pp | 82.6%-54.9pp |
| Annual return | -9.14% | 5.46%-14.6pp | 2.43%-11.6pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,817 | $3,216-43.5% | $2,485-26.9% | $4,779-62.0% |
| Participant deferral / active EE | $3,026 | $4,508-32.9% | $3,852-21.4% | $5,609-46.1% |
| Admin fee / account holder | $639 | $10,749-94.1% | $6,675-90.4% | $10,828-94.1% |