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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 | $30,343 | $62,589-51.5% | $76,768-60.5% | $64,173-52.7% |
| Participation rate | 48.5% | 72.8%-24.3pp | 77.0%-28.5pp | 69.6%-21.1pp |
| Annual return | -12.96% | -1.95%-11.0pp | 2.43%-15.4pp | 7.63%-20.6pp |
| Employer contribution / active EE | $912 | $1,832-50.2% | $2,485-63.3% | $2,381-61.7% |
| Participant deferral / active EE | $2,530 | $3,145-19.6% | $3,852-34.3% | $3,470-27.1% |
| Admin fee / account holder | $3,125 | $4,667-33.0% | $6,675-53.2% | $4,887-36.1% |