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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 | $32,502 | $127,387-74.5% | $115,038-71.7% | $125,389-74.1% |
| Participation rate | 56.3% | 84.2%-27.9pp | 81.4%-25.1pp | 83.2%-26.9pp |
| Annual return | -3.87% | 31.28%-35.1pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $846 | $5,166-83.6% | $4,608-81.6% | $4,866-82.6% |
| Participant deferral / active EE | $3,322 | $6,423-48.3% | $6,026-44.9% | $5,352-37.9% |
| Admin fee / account holder | $2,502 | $9,516-73.7% | $8,175-69.4% | $9,541-73.8% |