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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 | $44,036 | $72,269-39.1% | $101,271-56.5% | $79,852-44.9% |
| Participation rate | 59.6% | 68.5%-8.9pp | 75.8%-16.2pp | 69.6%-10.1pp |
| Annual return | -3.43% | 22.29%-25.7pp | 46.48%-49.9pp | 31.72%-35.1pp |
| Employer contribution / active EE | $2,109 | $2,692-21.7% | $3,660-42.4% | $2,471-14.7% |
| Participant deferral / active EE | $4,517 | $3,282+37.6% | $4,371+3.3% | $3,740+20.8% |
| Admin fee / account holder | $10,144 | $4,401+130.5% | $5,948+70.6% | $5,306+91.2% |