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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 | $47,761 | $105,623-54.8% | $87,502-45.4% | $273,972-82.6% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | -1.87% | 12.26%-14.1pp | 12.21%-14.1pp | 41.46%-43.3pp |
| Employer contribution / active EE | $10,461 | $3,141+233.1% | $2,550+310.3% | $4,869+114.9% |
| Participant deferral / active EE | $4,950 | $3,601+37.5% | $3,149+57.2% | $5,287-6.4% |
| Admin fee / account holder | $339 | $4,781-92.9% | $4,221-92.0% | $10,133-96.7% |