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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 | $43,808 | $50,947-14.0% | $74,549-41.2% | $64,173-31.7% |
| Participation rate | 60.0% | 61.1%-1.1pp | 69.1%-9.1pp | 69.6%-9.6pp |
| Annual return | -8.33% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $786 | $1,115-29.6% | $1,961-59.9% | $2,381-67.0% |
| Participant deferral / active EE | $1,653 | $2,302-28.2% | $3,108-46.8% | $3,470-52.3% |
| Admin fee / account holder | $2,007 | $4,221-52.4% | $5,059-60.3% | $4,887-58.9% |