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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 | $32,093 | $58,828-45.4% | $78,002-58.9% | $62,881-49.0% |
| Participation rate | 42.4% | 71.1%-28.6pp | 75.5%-33.1pp | 69.3%-26.9pp |
| Annual return | -6.99% | 17.16%-24.1pp | 425.99%-433.0pp | 20.14%-27.1pp |
| Employer contribution / active EE | $1,314 | $1,672-21.4% | $2,470-46.8% | $2,281-42.4% |
| Participant deferral / active EE | $2,739 | $2,686+2.0% | $3,497-21.7% | $3,203-14.5% |
| Admin fee / account holder | $1,497 | $4,393-65.9% | $5,481-72.7% | $4,296-65.1% |