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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 | $32,715 | $61,660-46.9% | $80,022-59.1% | $64,181-49.0% |
| Participation rate | 60.6% | 71.7%-11.1pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | -11.88% | -0.33%-11.5pp | 11.22%-23.1pp | 7.63%-19.5pp |
| Employer contribution / active EE | $2,471 | $1,810+36.5% | $2,468+0.1% | $2,381+3.8% |
| Participant deferral / active EE | $4,440 | $2,968+49.6% | $3,686+20.5% | $3,470+28.0% |
| Admin fee / account holder | $1,495 | $5,417-72.4% | $6,521-77.1% | $4,887-69.4% |