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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 | $86,371 | $62,589+38.0% | $76,768+12.5% | $64,173+34.6% |
| Participation rate | 37.7% | 72.8%-35.1pp | 77.0%-39.3pp | 69.6%-31.9pp |
| Annual return | -7.84% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $602 | $1,832-67.1% | $2,485-75.8% | $2,381-74.7% |
| Participant deferral / active EE | $1,974 | $3,145-37.2% | $3,852-48.8% | $3,470-43.1% |
| Admin fee / account holder | $930 | $4,667-80.1% | $6,675-86.1% | $4,887-81.0% |