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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 | $40,476 | $109,620-63.1% | $148,496-72.7% | $94,015-56.9% |
| Participation rate | 66.7% | 71.3%-4.6pp | 76.0%-9.4pp | 70.8%-4.2pp |
| Annual return | -2.19% | 17.54%-19.7pp | 12.33%-14.5pp | 17.84%-20.0pp |
| Employer contribution / active EE | $3,397 | $2,618+29.8% | $3,497-2.9% | $2,790+21.8% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,150 | $10,050-68.7% | $19,547-83.9% | $8,951-64.8% |