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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 | $7,391 | $122,962-94.0% | $71,585-89.7% | $138,895-94.7% |
| Participation rate | 60.0% | 68.9%-8.9pp | 68.2%-8.2pp | 79.9%-19.9pp |
| Annual return | -1.36% | 37.84%-39.2pp | 59.26%-60.6pp | 145.39%-146.7pp |
| Employer contribution / active EE | $1,570 | $2,620-40.1% | $1,669-5.9% | $4,194-62.6% |
| Participant deferral / active EE | $3,493 | $4,311-19.0% | $2,923+19.5% | $6,396-45.4% |
| Admin fee / account holder | $9,365 | $6,488+44.3% | $4,712+98.8% | $12,562-25.5% |