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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 | $47,387 | $71,873-34.1% | $86,698-45.3% | $68,490-30.8% |
| Participation rate | 66.2% | 72.2%-6.1pp | 76.6%-10.4pp | 67.9%-1.7pp |
| Annual return | -22.14% | 3.54%-25.7pp | 35.96%-58.1pp | -7.85%-14.3pp |
| Employer contribution / active EE | $2,081 | $2,173-4.2% | $2,837-26.6% | $2,597-19.8% |
| Participant deferral / active EE | $3,715 | $3,779-1.7% | $4,656-20.2% | $4,028-7.8% |
| Admin fee / account holder | $588 | $6,110-90.4% | $7,492-92.2% | $5,403-89.1% |