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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 | $45,076 | $54,162-16.8% | $68,612-34.3% | $64,173-29.8% |
| Participation rate | 66.7% | 68.1%-1.4pp | 72.2%-5.6pp | 69.6%-2.9pp |
| Annual return | -10.17% | -1.62%-8.6pp | -4.63%-5.5pp | 7.63%-17.8pp |
| Employer contribution / active EE | $1,414 | $1,846-23.4% | $2,625-46.1% | $2,381-40.6% |
| Participant deferral / active EE | $3,687 | $2,626+40.4% | $3,311+11.3% | $3,470+6.3% |
| Admin fee / account holder | $2,184 | $4,029-45.8% | $5,131-57.4% | $4,887-55.3% |