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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 | $42,190 | $62,583-32.6% | $76,767-45.0% | $64,173-34.3% |
| Participation rate | 65.9% | 72.8%-6.9pp | 77.0%-11.1pp | 69.6%-3.7pp |
| Annual return | -9.99% | -1.95%-8.0pp | 2.43%-12.4pp | 7.63%-17.6pp |
| Employer contribution / active EE | $629 | $1,832-65.7% | $2,485-74.7% | $2,381-73.6% |
| Participant deferral / active EE | $2,485 | $3,145-21.0% | $3,852-35.5% | $3,470-28.4% |
| Admin fee / account holder | $1,935 | $4,667-58.5% | $6,675-71.0% | $4,887-60.4% |