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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 | $49,423 | $54,162-8.7% | $68,612-28.0% | $64,173-23.0% |
| Participation rate | 58.9% | 68.1%-9.1pp | 72.2%-13.3pp | 69.6%-10.6pp |
| Annual return | -8.57% | -1.62%-7.0pp | -4.63%-3.9pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,523 | $1,846-17.5% | $2,625-42.0% | $2,381-36.1% |
| Participant deferral / active EE | $2,353 | $2,626-10.4% | $3,311-28.9% | $3,470-32.2% |
| Admin fee / account holder | $1,208 | $4,029-70.0% | $5,131-76.5% | $4,887-75.3% |