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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 | $39,042 | $73,009-46.5% | $90,760-57.0% | $68,486-43.0% |
| Participation rate | 62.9% | 70.8%-8.0pp | 75.7%-12.8pp | 67.9%-5.0pp |
| Annual return | -19.01% | -13.81%-5.2pp | -12.16%-6.9pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,443 | $2,193-34.2% | $2,922-50.6% | $2,597-44.4% |
| Participant deferral / active EE | $3,325 | $3,626-8.3% | $4,565-27.2% | $4,028-17.4% |
| Admin fee / account holder | $360 | $5,896-93.9% | $8,444-95.7% | $5,404-93.3% |