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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 | $66,686 | $67,602-1.4% | $82,312-19.0% | $70,126-4.9% |
| Participation rate | 47.1% | 72.8%-25.7pp | 76.9%-29.8pp | 69.5%-22.5pp |
| Annual return | -2.91% | 21.57%-24.5pp | 25.88%-28.8pp | 73.15%-76.1pp |
| Employer contribution / active EE | $1,230 | $1,755-29.9% | $2,428-49.4% | $2,343-47.5% |
| Participant deferral / active EE | $2,660 | $2,987-10.9% | $3,706-28.2% | $3,332-20.2% |
| Admin fee / account holder | $1,459 | $4,512-67.7% | $5,608-74.0% | $4,645-68.6% |