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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 | $66,448 | $73,009-9.0% | $90,760-26.8% | $68,486-3.0% |
| Participation rate | 51.0% | 70.8%-19.8pp | 75.7%-24.7pp | 67.9%-16.9pp |
| Annual return | -18.94% | -13.81%-5.1pp | -12.16%-6.8pp | -7.85%-11.1pp |
| Employer contribution / active EE | $637 | $2,193-71.0% | $2,922-78.2% | $2,597-75.5% |
| Participant deferral / active EE | $2,631 | $3,626-27.5% | $4,565-42.4% | $4,028-34.7% |
| Admin fee / account holder | $732 | $5,896-87.6% | $8,444-91.3% | $5,404-86.5% |