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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 | $72,895 | $92,219-21.0% | $76,767-5.0% | $135,380-46.2% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -11.21% | 5.46%-16.7pp | 2.43%-13.6pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,744 | $3,216-45.8% | $2,485-29.8% | $4,779-63.5% |
| Participant deferral / active EE | $3,267 | $4,508-27.5% | $3,852-15.2% | $5,609-41.8% |
| Admin fee / account holder | $1,511 | $10,749-85.9% | $6,675-77.4% | $10,828-86.0% |