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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 | $28,636 | $215,361-86.7% | $171,082-83.3% | $273,972-89.5% |
| Participation rate | 68.8% | 82.0%-13.3pp | 76.7%-7.9pp | 83.0%-14.3pp |
| Annual return | -3.81% | 25.14%-29.0pp | 32.56%-36.4pp | 41.46%-45.3pp |
| Employer contribution / active EE | $2,381 | $4,967-52.1% | $4,002-40.5% | $4,869-51.1% |
| Participant deferral / active EE | $4,645 | $5,543-16.2% | $4,797-3.2% | $5,287-12.2% |
| Admin fee / account holder | $866 | $10,846-92.0% | $8,520-89.8% | $10,133-91.5% |