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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 | $44,658 | $43,338+3.0% | $59,887-25.4% | $64,173-30.4% |
| Participation rate | 58.1% | 69.2%-11.1pp | 74.7%-16.6pp | 69.6%-11.5pp |
| Annual return | -9.67% | -1.55%-8.1pp | 3.46%-13.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,216 | $2,030-40.1% | $2,722-55.3% | $2,381-48.9% |
| Participant deferral / active EE | $2,223 | $2,547-12.8% | $3,402-34.7% | $3,470-35.9% |
| Admin fee / account holder | $1,692 | $3,007-43.7% | $3,591-52.9% | $4,887-65.4% |