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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 | $33,572 | $73,009-54.0% | $90,760-63.0% | $68,486-51.0% |
| Participation rate | 56.7% | 70.8%-14.2pp | 75.7%-19.0pp | 67.9%-11.2pp |
| Annual return | -20.45% | -13.81%-6.6pp | -12.16%-8.3pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,668 | $2,193-23.9% | $2,922-42.9% | $2,597-35.8% |
| Participant deferral / active EE | $3,768 | $3,626+3.9% | $4,565-17.5% | $4,028-6.5% |
| Admin fee / account holder | $445 | $5,896-92.5% | $8,444-94.7% | $5,404-91.8% |