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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 | $71,754 | $99,345-27.8% | $84,753-15.3% | $273,972-73.8% |
| Participation rate | 58.3% | 80.7%-22.4pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | -2.79% | 22.93%-25.7pp | 22.78%-25.6pp | 41.46%-44.2pp |
| Employer contribution / active EE | $1,771 | $4,214-58.0% | $3,574-50.4% | $4,869-63.6% |
| Participant deferral / active EE | $2,049 | $4,270-52.0% | $3,712-44.8% | $5,287-61.3% |
| Admin fee / account holder | $764 | $6,645-88.5% | $5,333-85.7% | $10,133-92.5% |