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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 | $32,468 | $53,546-39.4% | $69,890-53.5% | $68,490-52.6% |
| Participation rate | 61.7% | 64.5%-2.8pp | 70.5%-8.8pp | 67.9%-6.2pp |
| Annual return | -20.64% | -13.87%-6.8pp | 190.84%-211.5pp | -7.85%-12.8pp |
| Employer contribution / active EE | $756 | $2,019-62.6% | $2,560-70.5% | $2,597-70.9% |
| Participant deferral / active EE | $2,182 | $2,957-26.2% | $3,848-43.3% | $4,028-45.8% |
| Admin fee / account holder | $3,540 | $4,693-24.6% | $6,267-43.5% | $5,403-34.5% |