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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 | $48,058 | $58,587-18.0% | $83,322-42.3% | $64,173-25.1% |
| Participation rate | 66.7% | 72.0%-5.4pp | 77.8%-11.1pp | 69.6%-2.9pp |
| Annual return | -9.06% | 9.65%-18.7pp | 10.64%-19.7pp | 7.63%-16.7pp |
| Employer contribution / active EE | $2,003 | $2,098-4.5% | $3,379-40.7% | $2,381-15.9% |
| Participant deferral / active EE | $3,572 | $4,654-23.3% | $5,565-35.8% | $3,470+2.9% |
| Admin fee / account holder | $955 | $9,279-89.7% | $7,540-87.3% | $4,887-80.5% |