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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 | $30,272 | $71,872-57.9% | $86,691-65.1% | $68,495-55.8% |
| Participation rate | 61.0% | 72.2%-11.3pp | 76.6%-15.6pp | 67.9%-6.9pp |
| Annual return | -21.71% | 3.53%-25.2pp | 35.94%-57.7pp | -7.84%-13.9pp |
| Employer contribution / active EE | $2,019 | $2,173-7.1% | $2,837-28.8% | $2,596-22.2% |
| Participant deferral / active EE | $4,166 | $3,779+10.2% | $4,656-10.5% | $4,028+3.4% |
| Admin fee / account holder | $910 | $6,112-85.1% | $7,492-87.8% | $5,403-83.2% |