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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 | $29,037 | $59,186-50.9% | $76,768-62.2% | $56,287-48.4% |
| Participation rate | 62.6% | 75.2%-12.6pp | 77.0%-14.4pp | 69.9%-7.2pp |
| Annual return | -6.99% | 6.62%-13.6pp | 2.43%-9.4pp | -9.96%+3.0pp |
| Employer contribution / active EE | $902 | $1,759-48.7% | $2,485-63.7% | $2,111-57.3% |
| Participant deferral / active EE | $1,638 | $3,255-49.7% | $3,852-57.5% | $3,350-51.1% |
| Admin fee / account holder | $5,832 | $489+1092.3% | $6,675-12.6% | $521+1019.5% |