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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 | $29,374 | $47,944-38.7% | $67,834-56.7% | $62,881-53.3% |
| Participation rate | 40.5% | 61.1%-20.5pp | 68.8%-28.3pp | 69.3%-28.8pp |
| Annual return | -3.32% | 11.77%-15.1pp | 138.47%-141.8pp | 20.14%-23.5pp |
| Employer contribution / active EE | $542 | $1,562-65.3% | $2,403-77.4% | $2,281-76.2% |
| Participant deferral / active EE | $996 | $2,247-55.6% | $3,160-68.5% | $3,203-68.9% |
| Admin fee / account holder | $1,393 | $3,712-62.5% | $4,622-69.9% | $4,296-67.6% |