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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 | $28,908 | $64,719-55.3% | $112,249-74.2% | $68,486-57.8% |
| Participation rate | 31.4% | 67.2%-35.7pp | 75.1%-43.6pp | 67.9%-36.5pp |
| Annual return | -26.21% | -11.40%-14.8pp | 27.48%-53.7pp | -7.85%-18.4pp |
| Employer contribution / active EE | $899 | $2,747-67.3% | $3,636-75.3% | $2,597-65.4% |
| Participant deferral / active EE | $2,238 | $3,565-37.2% | $4,729-52.7% | $4,028-44.4% |
| Admin fee / account holder | $3,057 | $5,232-41.6% | $6,412-52.3% | $5,404-43.4% |