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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 | $72,822 | $215,361-66.2% | $171,082-57.4% | $273,972-73.4% |
| Participation rate | 55.6% | 82.0%-26.5pp | 76.7%-21.1pp | 83.0%-27.5pp |
| Annual return | -9.53% | 25.14%-34.7pp | 32.56%-42.1pp | 41.46%-51.0pp |
| Employer contribution / active EE | $914 | $4,967-81.6% | $4,002-77.2% | $4,869-81.2% |
| Participant deferral / active EE | $2,344 | $5,543-57.7% | $4,797-51.1% | $5,287-55.7% |
| Admin fee / account holder | $6,153 | $10,846-43.3% | $8,520-27.8% | $10,133-39.3% |