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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 | $32,110 | $39,132-17.9% | $57,196-43.9% | $62,881-48.9% |
| Participation rate | 60.6% | 70.5%-9.9pp | 75.3%-14.7pp | 69.3%-8.7pp |
| Annual return | -0.66% | 9.24%-9.9pp | 14.59%-15.3pp | 20.14%-20.8pp |
| Employer contribution / active EE | $925 | $1,874-50.6% | $2,683-65.5% | $2,281-59.4% |
| Participant deferral / active EE | $1,642 | $2,374-30.8% | $3,096-47.0% | $3,203-48.7% |
| Admin fee / account holder | $7,652 | $2,594+195.0% | $3,141+143.7% | $4,296+78.1% |