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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 | $27,990 | $43,338-35.4% | $59,887-53.3% | $64,173-56.4% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | -7.70% | -1.55%-6.1pp | 3.46%-11.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $970 | $2,030-52.2% | $2,722-64.4% | $2,381-59.3% |
| Participant deferral / active EE | $2,049 | $2,547-19.6% | $3,402-39.8% | $3,470-41.0% |
| Admin fee / account holder | $784 | $3,007-73.9% | $3,591-78.2% | $4,887-84.0% |