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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 | $23,661 | $39,132-39.5% | $57,196-58.6% | $62,881-62.4% |
| Participation rate | 58.1% | 70.5%-12.3pp | 75.3%-17.2pp | 69.3%-11.2pp |
| Annual return | -2.29% | 9.24%-11.5pp | 14.59%-16.9pp | 20.14%-22.4pp |
| Employer contribution / active EE | $1,374 | $1,874-26.7% | $2,683-48.8% | $2,281-39.8% |
| Participant deferral / active EE | $991 | $2,374-58.3% | $3,096-68.0% | $3,203-69.1% |
| Admin fee / account holder | $1,284 | $2,594-50.5% | $3,141-59.1% | $4,296-70.1% |