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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 | $17,688 | $54,726-67.7% | $68,793-74.3% | $64,181-72.4% |
| Participation rate | 67.9% | 68.0%-0.2pp | 72.2%-4.4pp | 69.6%-1.7pp |
| Annual return | -9.27% | -1.62%-7.6pp | -4.63%-4.6pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,137 | $1,846-38.4% | $2,625-56.7% | $2,381-52.2% |
| Participant deferral / active EE | $1,552 | $2,626-40.9% | $3,311-53.1% | $3,470-55.3% |
| Admin fee / account holder | $1,449 | $4,027-64.0% | $5,131-71.8% | $4,887-70.3% |