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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 | $29,164 | $62,583-53.4% | $76,767-62.0% | $64,173-54.6% |
| Participation rate | 68.0% | 72.8%-4.8pp | 77.0%-9.0pp | 69.6%-1.6pp |
| Annual return | -7.79% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $907 | $1,832-50.5% | $2,485-63.5% | $2,381-61.9% |
| Participant deferral / active EE | $2,482 | $3,145-21.1% | $3,852-35.6% | $3,470-28.5% |
| Admin fee / account holder | $539 | $4,667-88.5% | $6,675-91.9% | $4,887-89.0% |