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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 | $27,570 | $56,894-51.5% | $84,753-67.5% | $62,881-56.2% |
| Participation rate | 65.8% | 68.5%-2.7pp | 76.6%-10.8pp | 69.3%-3.5pp |
| Annual return | -10.54% | 6.30%-16.8pp | 22.78%-33.3pp | 20.14%-30.7pp |
| Employer contribution / active EE | $627 | $2,400-73.9% | $3,574-82.5% | $2,281-72.5% |
| Participant deferral / active EE | $1,492 | $2,709-44.9% | $3,712-59.8% | $3,203-53.4% |
| Admin fee / account holder | $309 | $3,581-91.4% | $5,333-94.2% | $4,296-92.8% |