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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 | $75,060 | $42,909+74.9% | $60,906+23.2% | $68,486+9.6% |
| Participation rate | 24.0% | 66.8%-42.8pp | 73.1%-49.1pp | 67.9%-43.9pp |
| Annual return | -18.90% | -13.99%-4.9pp | 16.94%-35.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $591 | $1,979-70.1% | $2,703-78.1% | $2,597-77.2% |
| Participant deferral / active EE | $892 | $2,866-68.9% | $3,814-76.6% | $4,028-77.9% |
| Admin fee / account holder | $887 | $3,104-71.4% | $3,227-72.5% | $5,404-83.6% |