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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 | $56,318 | $62,589-10.0% | $76,768-26.6% | $64,173-12.2% |
| Participation rate | 68.9% | 72.8%-4.0pp | 77.0%-8.1pp | 69.6%-0.7pp |
| Annual return | -9.82% | -1.95%-7.9pp | 2.43%-12.2pp | 7.63%-17.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,916 | $3,145-7.3% | $3,852-24.3% | $3,470-16.0% |
| Admin fee / account holder | $1,816 | $4,667-61.1% | $6,675-72.8% | $4,887-62.9% |