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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 | $49,783 | $59,834-16.8% | $79,576-37.4% | $68,495-27.3% |
| Participation rate | 33.3% | 61.1%-27.7pp | 69.5%-36.2pp | 67.9%-34.6pp |
| Annual return | -20.94% | -12.30%-8.6pp | 0.15%-21.1pp | -7.84%-13.1pp |
| Employer contribution / active EE | $548 | $1,505-63.6% | $2,413-77.3% | $2,596-78.9% |
| Participant deferral / active EE | $2,670 | $3,024-11.7% | $3,985-33.0% | $4,028-33.7% |
| Admin fee / account holder | $17,033 | $4,835+252.3% | $6,834+149.2% | $5,403+215.2% |