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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 | $52,692 | $107,733-51.1% | $92,985-43.3% | $154,746-65.9% |
| Participation rate | 27.3% | 74.6%-47.3pp | 69.5%-42.2pp | 80.7%-53.4pp |
| Annual return | -23.04% | 30.39%-53.4pp | 27.99%-51.0pp | 172.34%-195.4pp |
| Employer contribution / active EE | $1,378 | $3,126-55.9% | $2,662-48.2% | $4,379-68.5% |
| Participant deferral / active EE | $1,660 | $5,053-67.1% | $4,377-62.1% | $6,730-75.3% |
| Admin fee / account holder | $12,011 | $11,369+5.6% | $9,463+26.9% | $14,365-16.4% |