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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 | $33,151 | $72,404-54.2% | $110,241-69.9% | $64,181-48.3% |
| Participation rate | 29.6% | 73.3%-43.7pp | 79.8%-50.2pp | 69.6%-39.9pp |
| Annual return | -10.07% | -6.29%-3.8pp | 314.75%-324.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $794 | $2,282-65.2% | $3,827-79.3% | $2,381-66.7% |
| Participant deferral / active EE | $2,174 | $3,469-37.3% | $4,672-53.5% | $3,470-37.3% |
| Admin fee / account holder | $553 | $5,664-90.2% | $8,548-93.5% | $4,887-88.7% |