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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 | $71,394 | $127,096-43.8% | $105,736-32.5% | $135,380-47.3% |
| Participation rate | 66.7% | 82.7%-16.0pp | 76.3%-9.7pp | 82.6%-16.0pp |
| Annual return | -9.66% | 4.49%-14.2pp | 6.27%-15.9pp | 519.81%-529.5pp |
| Employer contribution / active EE | $834 | $4,107-79.7% | $3,268-74.5% | $4,779-82.5% |
| Participant deferral / active EE | $3,779 | $5,064-25.4% | $4,080-7.4% | $5,609-32.6% |
| Admin fee / account holder | $696 | $9,087-92.3% | $6,913-89.9% | $10,828-93.6% |