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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 | $39,710 | $61,660-35.6% | $80,022-50.4% | $64,173-38.1% |
| Participation rate | 65.4% | 71.7%-6.3pp | 75.8%-10.4pp | 69.6%-4.2pp |
| Annual return | -8.60% | -0.33%-8.3pp | 11.22%-19.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $431 | $1,810-76.2% | $2,468-82.5% | $2,381-81.9% |
| Participant deferral / active EE | $1,729 | $2,968-41.8% | $3,686-53.1% | $3,470-50.2% |
| Admin fee / account holder | $543 | $5,417-90.0% | $6,521-91.7% | $4,887-88.9% |