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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 | $30,326 | $73,848-58.9% | $143,799-78.9% | $68,486-55.7% |
| Participation rate | 56.3% | 66.7%-10.4pp | 80.3%-24.1pp | 67.9%-11.6pp |
| Annual return | -21.07% | 0.91%-22.0pp | -0.04%-21.0pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,141 | $3,184-64.2% | $4,952-77.0% | $2,597-56.1% |
| Participant deferral / active EE | $2,738 | $3,385-19.1% | $5,638-51.4% | $4,028-32.0% |
| Admin fee / account holder | $4,530 | $5,755-21.3% | $14,677-69.1% | $5,404-16.2% |