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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 | $33,392 | $59,819-44.2% | $79,583-58.0% | $68,490-51.2% |
| Participation rate | 42.4% | 61.1%-18.7pp | 69.5%-27.1pp | 67.9%-25.5pp |
| Annual return | -21.11% | -12.30%-8.8pp | 0.16%-21.3pp | -7.85%-13.3pp |
| Employer contribution / active EE | $573 | $1,505-61.9% | $2,414-76.3% | $2,597-77.9% |
| Participant deferral / active EE | $2,141 | $3,025-29.2% | $3,986-46.3% | $4,028-46.9% |
| Admin fee / account holder | $2,666 | $4,835-44.9% | $6,835-61.0% | $5,403-50.7% |