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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 | $21,630 | $70,002-69.1% | $115,038-81.2% | $52,331-58.7% |
| Participation rate | 60.8% | 72.1%-11.3pp | 81.4%-20.5pp | 68.1%-7.3pp |
| Annual return | -3.20% | 4.04%-7.2pp | 26.14%-29.3pp | 4.54%-7.7pp |
| Employer contribution / active EE | $2,038 | $2,715-24.9% | $4,608-55.8% | $1,882+8.3% |
| Participant deferral / active EE | $4,649 | $4,920-5.5% | $6,026-22.9% | $3,022+53.8% |
| Admin fee / account holder | $480 | $566-15.3% | $8,175-94.1% | $592-18.9% |