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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 | $80,274 | $81,476-1.5% | $102,383-21.6% | $80,925-0.8% |
| Participation rate | 60.4% | 66.8%-6.5pp | 74.5%-14.1pp | 67.7%-7.3pp |
| Annual return | -2.63% | 25.59%-28.2pp | 24.94%-27.6pp | 35.65%-38.3pp |
| Employer contribution / active EE | $1,786 | $3,105-42.5% | $3,870-53.8% | $2,756-35.2% |
| Participant deferral / active EE | $1,997 | $3,871-48.4% | $5,060-60.5% | $4,299-53.5% |
| Admin fee / account holder | $501 | $6,717-92.5% | $8,391-94.0% | $6,940-92.8% |