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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 | $27,327 | $62,583-56.3% | $76,767-64.4% | $64,173-57.4% |
| Participation rate | 59.5% | 72.8%-13.3pp | 77.0%-17.4pp | 69.6%-10.0pp |
| Annual return | -8.15% | -1.95%-6.2pp | 2.43%-10.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $723 | $1,832-60.5% | $2,485-70.9% | $2,381-69.6% |
| Participant deferral / active EE | $1,578 | $3,145-49.8% | $3,852-59.0% | $3,470-54.5% |
| Admin fee / account holder | $433 | $4,667-90.7% | $6,675-93.5% | $4,887-91.1% |