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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 | $38,427 | $61,660-37.7% | $80,022-52.0% | $64,173-40.1% |
| Participation rate | 60.8% | 71.7%-10.9pp | 75.8%-15.1pp | 69.6%-8.8pp |
| Annual return | -8.56% | -0.33%-8.2pp | 11.22%-19.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $526 | $1,810-70.9% | $2,468-78.7% | $2,381-77.9% |
| Participant deferral / active EE | $2,207 | $2,968-25.6% | $3,686-40.1% | $3,470-36.4% |
| Admin fee / account holder | $301 | $5,417-94.4% | $6,521-95.4% | $4,887-93.8% |