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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 | $43,741 | $64,719-32.4% | $112,249-61.0% | $68,486-36.1% |
| Participation rate | 34.6% | 67.2%-32.5pp | 75.1%-40.4pp | 67.9%-33.3pp |
| Annual return | -19.55% | -11.40%-8.2pp | 27.48%-47.0pp | -7.85%-11.7pp |
| Employer contribution / active EE | $820 | $2,747-70.1% | $3,636-77.4% | $2,597-68.4% |
| Participant deferral / active EE | $1,710 | $3,565-52.0% | $4,729-63.8% | $4,028-57.6% |
| Admin fee / account holder | $1,361 | $5,232-74.0% | $6,412-78.8% | $5,404-74.8% |