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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 | $38,291 | $48,267-20.7% | $68,808-44.4% | $68,486-44.1% |
| Participation rate | 39.8% | 60.7%-20.9pp | 69.0%-29.2pp | 67.9%-28.1pp |
| Annual return | -20.14% | -12.70%-7.4pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,110 | $1,829-39.3% | $2,656-58.2% | $2,597-57.2% |
| Participant deferral / active EE | $1,915 | $2,867-33.2% | $3,942-51.4% | $4,028-52.5% |
| Admin fee / account holder | $1,912 | $4,362-56.2% | $4,936-61.3% | $5,404-64.6% |