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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 | $28,251 | $42,917-34.2% | $60,899-53.6% | $68,495-58.8% |
| Participation rate | 40.9% | 66.8%-25.9pp | 73.1%-32.2pp | 67.9%-27.0pp |
| Annual return | -27.07% | -13.99%-13.1pp | 16.92%-44.0pp | -7.84%-19.2pp |
| Employer contribution / active EE | $1,104 | $1,979-44.2% | $2,702-59.1% | $2,596-57.5% |
| Participant deferral / active EE | $1,387 | $2,867-51.6% | $3,817-63.7% | $4,028-65.6% |
| Admin fee / account holder | $1,620 | $3,102-47.8% | $3,225-49.8% | $5,403-70.0% |