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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 | $30,740 | $62,589-50.9% | $76,768-60.0% | $64,173-52.1% |
| Participation rate | 37.8% | 72.8%-35.0pp | 77.0%-39.1pp | 69.6%-31.7pp |
| Annual return | -9.01% | -1.95%-7.1pp | 2.43%-11.4pp | 7.63%-16.6pp |
| Employer contribution / active EE | $610 | $1,832-66.7% | $2,485-75.4% | $2,381-74.4% |
| Participant deferral / active EE | $1,679 | $3,145-46.6% | $3,852-56.4% | $3,470-51.6% |
| Admin fee / account holder | $1,554 | $4,667-66.7% | $6,675-76.7% | $4,887-68.2% |