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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 | $26,899 | $42,909-37.3% | $60,906-55.8% | $68,486-60.7% |
| Participation rate | 41.3% | 66.8%-25.4pp | 73.1%-31.8pp | 67.9%-26.6pp |
| Annual return | -23.65% | -13.99%-9.7pp | 16.94%-40.6pp | -7.85%-15.8pp |
| Employer contribution / active EE | $584 | $1,979-70.5% | $2,703-78.4% | $2,597-77.5% |
| Participant deferral / active EE | $2,258 | $2,866-21.2% | $3,814-40.8% | $4,028-43.9% |
| Admin fee / account holder | $3,520 | $3,104+13.4% | $3,227+9.1% | $5,404-34.9% |