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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 | $39,802 | $72,177-44.9% | $115,038-65.4% | $59,633-33.3% |
| Participation rate | 64.9% | 72.6%-7.7pp | 81.4%-16.5pp | 68.7%-3.8pp |
| Annual return | -4.39% | 12.02%-16.4pp | 26.14%-30.5pp | 2041.45%-2045.8pp |
| Employer contribution / active EE | $2,856 | $2,841+0.5% | $4,608-38.0% | $2,203+29.7% |
| Participant deferral / active EE | $4,128 | $4,783-13.7% | $6,026-31.5% | $3,192+29.3% |
| Admin fee / account holder | $2,727 | $4,927-44.7% | $8,175-66.6% | $4,297-36.5% |