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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 | $66,419 | $81,870-18.9% | $119,622-44.5% | $68,486-3.0% |
| Participation rate | 63.0% | 71.9%-8.9pp | 79.3%-16.3pp | 67.9%-4.9pp |
| Annual return | -26.43% | -23.82%-2.6pp | -14.98%-11.5pp | -7.85%-18.6pp |
| Employer contribution / active EE | $720 | $2,692-73.3% | $4,232-83.0% | $2,597-72.3% |
| Participant deferral / active EE | $5,986 | $4,148+44.3% | $5,601+6.9% | $4,028+48.6% |
| Admin fee / account holder | $993 | $6,583-84.9% | $10,328-90.4% | $5,404-81.6% |