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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 | $25,377 | $61,214-58.5% | $83,327-69.5% | $56,289-54.9% |
| Participation rate | 67.0% | 72.6%-5.6pp | 77.8%-10.8pp | 69.9%-2.9pp |
| Annual return | -7.37% | 0.42%-7.8pp | 10.64%-18.0pp | -9.96%+2.6pp |
| Employer contribution / active EE | $902 | $1,925-53.1% | $3,379-73.3% | $2,111-57.3% |
| Participant deferral / active EE | $2,683 | $5,091-47.3% | $5,565-51.8% | $3,350-19.9% |
| Admin fee / account holder | $520 | $512+1.6% | $7,540-93.1% | $521-0.3% |