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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 | $54,812 | $127,100-56.9% | $105,738-48.2% | $135,382-59.5% |
| Participation rate | 69.6% | 82.7%-13.1pp | 76.3%-6.8pp | 82.6%-13.1pp |
| Annual return | -8.55% | 4.49%-13.0pp | 6.27%-14.8pp | 519.77%-528.3pp |
| Employer contribution / active EE | $1,187 | $4,107-71.1% | $3,268-63.7% | $4,779-75.2% |
| Participant deferral / active EE | $1,827 | $5,064-63.9% | $4,080-55.2% | $5,609-67.4% |
| Admin fee / account holder | $932 | $9,087-89.7% | $6,913-86.5% | $10,829-91.4% |