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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 | $36,843 | $50,947-27.7% | $74,551-50.6% | $64,173-42.6% |
| Participation rate | 56.0% | 61.1%-5.1pp | 69.1%-13.1pp | 69.6%-13.6pp |
| Annual return | -8.39% | -1.85%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $629 | $1,115-43.6% | $1,961-67.9% | $2,381-73.6% |
| Participant deferral / active EE | $1,734 | $2,302-24.7% | $3,108-44.2% | $3,470-50.0% |
| Admin fee / account holder | $1,151 | $4,221-72.7% | $5,059-77.3% | $4,887-76.5% |