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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 | $46,645 | $92,219-49.4% | $76,767-39.2% | $135,380-65.5% |
| Participation rate | 35.7% | 79.8%-44.1pp | 77.0%-41.2pp | 82.6%-46.9pp |
| Annual return | -9.27% | 5.46%-14.7pp | 2.43%-11.7pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,354 | $3,216-57.9% | $2,485-45.5% | $4,779-71.7% |
| Participant deferral / active EE | $1,954 | $4,508-56.6% | $3,852-49.3% | $5,609-65.2% |
| Admin fee / account holder | $989 | $10,749-90.8% | $6,675-85.2% | $10,828-90.9% |