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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 | $39,404 | $53,412-26.2% | $68,509-42.5% | $52,331-24.7% |
| Participation rate | 57.0% | 71.7%-14.7pp | 74.7%-17.7pp | 68.1%-11.1pp |
| Annual return | -2.98% | 3.42%-6.4pp | 8.27%-11.3pp | 4.54%-7.5pp |
| Employer contribution / active EE | $1,128 | $1,607-29.8% | $2,278-50.5% | $1,882-40.0% |
| Participant deferral / active EE | $2,172 | $2,688-19.2% | $3,382-35.8% | $3,022-28.1% |
| Admin fee / account holder | $351 | $461-23.8% | $5,275-93.3% | $592-40.6% |