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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 | $32,321 | $62,583-48.4% | $76,767-57.9% | $64,173-49.6% |
| Participation rate | 67.2% | 72.8%-5.6pp | 77.0%-9.8pp | 69.6%-2.4pp |
| Annual return | -9.38% | -1.95%-7.4pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,442 | $1,832-21.3% | $2,485-42.0% | $2,381-39.4% |
| Participant deferral / active EE | $2,869 | $3,145-8.8% | $3,852-25.5% | $3,470-17.3% |
| Admin fee / account holder | $667 | $4,667-85.7% | $6,675-90.0% | $4,887-86.3% |