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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 | $32,214 | $54,239-40.6% | $70,098-54.0% | $68,495-53.0% |
| Participation rate | 40.7% | 64.5%-23.8pp | 70.5%-29.7pp | 67.9%-27.2pp |
| Annual return | -20.04% | -13.87%-6.2pp | 190.76%-210.8pp | -7.84%-12.2pp |
| Employer contribution / active EE | $532 | $2,019-73.7% | $2,560-79.2% | $2,596-79.5% |
| Participant deferral / active EE | $1,883 | $2,957-36.3% | $3,849-51.1% | $4,028-53.2% |
| Admin fee / account holder | $1,750 | $4,691-62.7% | $6,266-72.1% | $5,403-67.6% |