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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 | $29,040 | $62,583-53.6% | $76,767-62.2% | $64,173-54.7% |
| Participation rate | 61.2% | 72.8%-11.6pp | 77.0%-15.7pp | 69.6%-8.3pp |
| Annual return | -7.60% | -1.95%-5.7pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,509 | $1,832-17.7% | $2,485-39.3% | $2,381-36.6% |
| Participant deferral / active EE | $3,449 | $3,145+9.7% | $3,852-10.5% | $3,470-0.6% |
| Admin fee / account holder | $4,149 | $4,667-11.1% | $6,675-37.9% | $4,887-15.1% |