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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 | $68,615 | $48,267+42.2% | $68,794-0.3% | $68,495+0.2% |
| Participation rate | 24.0% | 60.7%-36.7pp | 69.0%-45.0pp | 67.9%-43.9pp |
| Annual return | -23.31% | -12.70%-10.6pp | -6.37%-16.9pp | -7.84%-15.5pp |
| Employer contribution / active EE | $1,066 | $1,829-41.7% | $2,656-59.8% | $2,596-58.9% |
| Participant deferral / active EE | $1,020 | $2,867-64.4% | $3,941-74.1% | $4,028-74.7% |
| Admin fee / account holder | $2,989 | $4,362-31.5% | $4,934-39.4% | $5,403-44.7% |