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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 | $28,927 | $64,719-55.3% | $112,249-74.2% | $68,486-57.8% |
| Participation rate | 66.0% | 67.2%-1.1pp | 75.1%-9.0pp | 67.9%-1.9pp |
| Annual return | -19.64% | -11.40%-8.2pp | 27.48%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $1,016 | $2,747-63.0% | $3,636-72.1% | $2,597-60.9% |
| Participant deferral / active EE | $2,449 | $3,565-31.3% | $4,729-48.2% | $4,028-39.2% |
| Admin fee / account holder | $2,418 | $5,232-53.8% | $6,412-62.3% | $5,404-55.3% |