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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 | $29,773 | $62,583-52.4% | $76,767-61.2% | $64,173-53.6% |
| Participation rate | 66.7% | 72.8%-6.2pp | 77.0%-10.3pp | 69.6%-2.9pp |
| Annual return | -8.66% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,346 | $1,832-26.5% | $2,485-45.8% | $2,381-43.5% |
| Participant deferral / active EE | $5,007 | $3,145+59.2% | $3,852+30.0% | $3,470+44.3% |
| Admin fee / account holder | $6,208 | $4,667+33.0% | $6,675-7.0% | $4,887+27.0% |