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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 | $29,959 | $54,162-44.7% | $68,612-56.3% | $64,173-53.3% |
| Participation rate | 54.4% | 68.1%-13.7pp | 72.2%-17.9pp | 69.6%-15.2pp |
| Annual return | -8.76% | -1.62%-7.1pp | -4.63%-4.1pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,221 | $1,846+20.3% | $2,625-15.4% | $2,381-6.7% |
| Participant deferral / active EE | $3,472 | $2,626+32.2% | $3,311+4.9% | $3,470+0.1% |
| Admin fee / account holder | $2,451 | $4,029-39.2% | $5,131-52.2% | $4,887-49.9% |