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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 | $22,459 | $43,338-48.2% | $59,887-62.5% | $64,173-65.0% |
| Participation rate | 63.5% | 69.2%-5.7pp | 74.7%-11.2pp | 69.6%-6.1pp |
| Annual return | -17.68% | -1.55%-16.1pp | 3.46%-21.1pp | 7.63%-25.3pp |
| Employer contribution / active EE | $3,027 | $2,030+49.1% | $2,722+11.2% | $2,381+27.1% |
| Participant deferral / active EE | $4,287 | $2,547+68.3% | $3,402+26.0% | $3,470+23.6% |
| Admin fee / account holder | $989 | $3,007-67.1% | $3,591-72.5% | $4,887-79.8% |