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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 | $37,004 | $48,267-23.3% | $68,808-46.2% | $68,486-46.0% |
| Participation rate | 43.6% | 60.7%-17.1pp | 69.0%-25.4pp | 67.9%-24.3pp |
| Annual return | -19.63% | -12.70%-6.9pp | -6.37%-13.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $552 | $1,829-69.8% | $2,656-79.2% | $2,597-78.8% |
| Participant deferral / active EE | $1,168 | $2,867-59.2% | $3,942-70.4% | $4,028-71.0% |
| Admin fee / account holder | $2,014 | $4,362-53.8% | $4,936-59.2% | $5,404-62.7% |