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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 | $26,740 | $42,917-37.7% | $60,899-56.1% | $68,495-61.0% |
| Participation rate | 53.3% | 66.8%-13.4pp | 73.1%-19.8pp | 67.9%-14.6pp |
| Annual return | -19.56% | -13.99%-5.6pp | 16.92%-36.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $997 | $1,979-49.6% | $2,702-63.1% | $2,596-61.6% |
| Participant deferral / active EE | $3,275 | $2,867+14.3% | $3,817-14.2% | $4,028-18.7% |
| Admin fee / account holder | $1,507 | $3,102-51.4% | $3,225-53.3% | $5,403-72.1% |