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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 | $50,301 | $117,426-57.2% | $99,470-49.4% | $152,885-67.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 73.8%-33.8pp | 82.5%-42.5pp |
| Annual return | -3.53% | 31.87%-35.4pp | 30.72%-34.2pp | 345.39%-348.9pp |
| Employer contribution / active EE | $1,101 | $3,014-63.5% | $2,540-56.6% | $4,763-76.9% |
| Participant deferral / active EE | $10,400 | $4,086+154.5% | $3,619+187.4% | $5,851+77.8% |
| Admin fee / account holder | $1,003 | $7,634-86.9% | $6,252-84.0% | $11,598-91.4% |