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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 | $71,888 | $72,492-0.8% | $87,104-17.5% | $72,975-1.5% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 0.25% | 24.46%-24.2pp | 28.19%-27.9pp | 81.01%-80.8pp |
| Employer contribution / active EE | $833 | $1,894-56.0% | $2,521-67.0% | $2,440-65.9% |
| Participant deferral / active EE | $2,896 | $3,270-11.4% | $4,048-28.5% | $3,608-19.7% |
| Admin fee / account holder | $405 | $5,055-92.0% | $7,491-94.6% | $5,124-92.1% |