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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 | $52,747 | $75,541-30.2% | $152,093-65.3% | $82,637-36.2% |
| Participation rate | 60.0% | 66.5%-6.5pp | 77.8%-17.8pp | 68.1%-8.1pp |
| Annual return | -13.18% | 32.56%-45.7pp | 66.36%-79.5pp | 53.51%-66.7pp |
| Employer contribution / active EE | $1,821 | $2,622-30.6% | $4,175-56.4% | $2,552-28.7% |
| Participant deferral / active EE | $3,364 | $3,206+4.9% | $5,451-38.3% | $4,126-18.5% |
| Admin fee / account holder | $660 | $6,405-89.7% | $14,497-95.4% | $7,339-91.0% |