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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 | $37,006 | $61,660-40.0% | $80,022-53.8% | $64,181-42.3% |
| Participation rate | 66.1% | 71.7%-5.6pp | 75.8%-9.8pp | 69.6%-3.5pp |
| Annual return | -9.19% | -0.33%-8.9pp | 11.22%-20.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $827 | $1,810-54.3% | $2,468-66.5% | $2,381-65.3% |
| Participant deferral / active EE | $3,798 | $2,968+28.0% | $3,686+3.0% | $3,470+9.5% |
| Admin fee / account holder | $2,726 | $5,417-49.7% | $6,521-58.2% | $4,887-44.2% |