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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 | $67,992 | $97,550-30.3% | $120,344-43.5% | $87,485-22.3% |
| Participation rate | 68.7% | 72.8%-4.2pp | 76.7%-8.0pp | 68.9%-0.3pp |
| Annual return | -3.49% | 18.41%-21.9pp | 20.30%-23.8pp | 26.06%-29.6pp |
| Employer contribution / active EE | $828 | $2,291-63.9% | $3,020-72.6% | $2,596-68.1% |
| Participant deferral / active EE | $2,909 | $4,230-31.2% | $5,135-43.3% | $4,274-31.9% |
| Admin fee / account holder | $1,407 | $9,543-85.3% | $12,742-89.0% | $7,775-81.9% |