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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 | $26,004 | $59,819-56.5% | $79,583-67.3% | $68,490-62.0% |
| Participation rate | 41.0% | 61.1%-20.1pp | 69.5%-28.5pp | 67.9%-26.9pp |
| Annual return | -20.88% | -12.30%-8.6pp | 0.16%-21.0pp | -7.85%-13.0pp |
| Employer contribution / active EE | $689 | $1,505-54.2% | $2,414-71.4% | $2,597-73.5% |
| Participant deferral / active EE | $1,928 | $3,025-36.3% | $3,986-51.6% | $4,028-52.1% |
| Admin fee / account holder | $789 | $4,835-83.7% | $6,835-88.5% | $5,403-85.4% |