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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 | $34,619 | $65,125-46.8% | $143,797-75.9% | $66,949-48.3% |
| Participation rate | 49.1% | 65.2%-16.1pp | 80.3%-31.2pp | 69.8%-20.7pp |
| Annual return | -18.46% | -11.13%-7.3pp | -0.04%-18.4pp | 1.57%-20.0pp |
| Employer contribution / active EE | $1,394 | $2,362-41.0% | $4,952-71.8% | $2,545-45.2% |
| Participant deferral / active EE | $2,882 | $2,920-1.3% | $5,638-48.9% | $4,239-32.0% |
| Admin fee / account holder | $2,280 | $503+353.5% | $14,679-84.5% | $594+284.1% |