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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 | $27,704 | $72,404-61.7% | $110,243-74.9% | $64,173-56.8% |
| Participation rate | 63.0% | 73.3%-10.4pp | 79.8%-16.9pp | 69.6%-6.6pp |
| Annual return | -8.70% | -6.29%-2.4pp | 314.76%-323.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $641 | $2,282-71.9% | $3,827-83.2% | $2,381-73.1% |
| Participant deferral / active EE | $1,941 | $3,469-44.0% | $4,672-58.4% | $3,470-44.0% |
| Admin fee / account holder | $897 | $5,664-84.2% | $8,548-89.5% | $4,887-81.6% |