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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 | $76,384 | $73,019+4.6% | $90,766-15.8% | $68,490+11.5% |
| Participation rate | 30.0% | 70.8%-40.8pp | 75.7%-45.7pp | 67.9%-37.9pp |
| Annual return | -18.96% | -13.81%-5.2pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $982 | $2,193-55.2% | $2,922-66.4% | $2,597-62.2% |
| Participant deferral / active EE | $1,787 | $3,626-50.7% | $4,565-60.9% | $4,028-55.6% |
| Admin fee / account holder | $4,847 | $5,897-17.8% | $8,446-42.6% | $5,403-10.3% |