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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 | $64,392 | $107,806-40.3% | $90,655-29.0% | $135,382-52.4% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -10.71% | -0.90%-9.8pp | 1.89%-12.6pp | 519.77%-530.5pp |
| Employer contribution / active EE | $353 | $3,018-88.3% | $2,532-86.1% | $4,779-92.6% |
| Participant deferral / active EE | $7,134 | $3,872+84.2% | $3,425+108.3% | $5,609+27.2% |
| Admin fee / account holder | $961 | $5,931-83.8% | $4,994-80.8% | $10,829-91.1% |