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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 | $45,862 | $67,411-32.0% | $91,004-49.6% | $70,124-34.6% |
| Participation rate | 66.7% | 71.4%-4.7pp | 75.6%-8.9pp | 69.5%-2.9pp |
| Annual return | 8.65% | -40.16%+48.8pp | 4.60%+4.1pp | 73.14%-64.5pp |
| Employer contribution / active EE | $708 | $1,786-60.3% | $2,456-71.1% | $2,342-69.8% |
| Participant deferral / active EE | $1,578 | $2,823-44.1% | $3,548-55.5% | $3,332-52.6% |
| Admin fee / account holder | $12,996 | $4,236+206.8% | $5,417+139.9% | $4,645+179.8% |