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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 | $95,404-28.7% | $113,397-40.0% | $82,637-17.7% |
| Participation rate | 68.7% | 72.8%-4.1pp | 76.5%-7.8pp | 68.1%+0.6pp |
| Annual return | -3.49% | 19.08%-22.6pp | 23.20%-26.7pp | 53.51%-57.0pp |
| Employer contribution / active EE | $828 | $2,307-64.1% | $2,977-72.2% | $2,552-67.6% |
| Participant deferral / active EE | $2,909 | $4,220-31.1% | $5,076-42.7% | $4,126-29.5% |
| Admin fee / account holder | $1,407 | $9,168-84.7% | $11,957-88.2% | $7,339-80.8% |