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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 | $53,700 | $62,583-14.2% | $76,767-30.0% | $64,173-16.3% |
| Participation rate | 31.4% | 72.8%-41.4pp | 77.0%-45.5pp | 69.6%-38.1pp |
| Annual return | -10.02% | -1.95%-8.1pp | 2.43%-12.4pp | 7.63%-17.7pp |
| Employer contribution / active EE | $2,022 | $1,832+10.4% | $2,485-18.6% | $2,381-15.1% |
| Participant deferral / active EE | $3,665 | $3,145+16.5% | $3,852-4.8% | $3,470+5.6% |
| Admin fee / account holder | $1,479 | $4,667-68.3% | $6,675-77.8% | $4,887-69.7% |