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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 | $65,960 | $85,790-23.1% | $67,313-2.0% | $135,379-51.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -9.63% | -0.54%-9.1pp | -4.08%-5.5pp | 519.79%-529.4pp |
| Employer contribution / active EE | $2,927 | $3,487-16.1% | $2,566+14.1% | $4,779-38.8% |
| Participant deferral / active EE | $7,400 | $4,651+59.1% | $3,568+107.4% | $5,609+31.9% |
| Admin fee / account holder | $524 | $6,392-91.8% | $4,507-88.4% | $10,828-95.2% |