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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 | $24,173 | $62,586-61.4% | $76,766-68.5% | $64,181-62.3% |
| Participation rate | 59.3% | 72.8%-13.6pp | 77.0%-17.7pp | 69.6%-10.3pp |
| Annual return | -9.68% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,468 | $1,832-19.8% | $2,485-40.9% | $2,381-38.3% |
| Participant deferral / active EE | $3,115 | $3,145-0.9% | $3,851-19.1% | $3,470-10.2% |
| Admin fee / account holder | $1,428 | $4,667-69.4% | $6,675-78.6% | $4,887-70.8% |