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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 | $33,676 | $71,872-53.1% | $86,691-61.2% | $68,495-50.8% |
| Participation rate | 61.8% | 72.2%-10.5pp | 76.6%-14.8pp | 67.9%-6.1pp |
| Annual return | -19.93% | 3.53%-23.5pp | 35.94%-55.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $742 | $2,173-65.8% | $2,837-73.8% | $2,596-71.4% |
| Participant deferral / active EE | $3,448 | $3,779-8.7% | $4,656-25.9% | $4,028-14.4% |
| Admin fee / account holder | $686 | $6,112-88.8% | $7,492-90.8% | $5,403-87.3% |