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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 | $28,662 | $60,349-52.5% | $74,184-61.4% | $62,881-54.4% |
| Participation rate | 68.8% | 72.7%-4.0pp | 76.6%-7.9pp | 69.3%-0.6pp |
| Annual return | -2.07% | 21.38%-23.4pp | 17.74%-19.8pp | 20.14%-22.2pp |
| Employer contribution / active EE | $1,262 | $1,680-24.9% | $2,370-46.7% | $2,281-44.7% |
| Participant deferral / active EE | $2,281 | $2,856-20.1% | $3,550-35.7% | $3,203-28.8% |
| Admin fee / account holder | $697 | $4,261-83.6% | $5,586-87.5% | $4,296-83.8% |