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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 | $36,831 | $53,162-30.7% | $91,225-59.6% | $68,486-46.2% |
| Participation rate | 44.2% | 63.2%-19.0pp | 73.2%-29.0pp | 67.9%-23.7pp |
| Annual return | -19.98% | -3.14%-16.8pp | 114.12%-134.1pp | -7.85%-12.1pp |
| Employer contribution / active EE | $944 | $1,709-44.8% | $2,851-66.9% | $2,597-63.6% |
| Participant deferral / active EE | $2,199 | $2,974-26.0% | $4,233-48.0% | $4,028-45.4% |
| Admin fee / account holder | $439 | $4,493-90.2% | $5,422-91.9% | $5,404-91.9% |