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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 | $28,998 | $73,839-60.7% | $143,788-79.8% | $68,495-57.7% |
| Participation rate | 52.8% | 66.7%-13.8pp | 80.3%-27.5pp | 67.9%-15.1pp |
| Annual return | -20.73% | 1.01%-21.7pp | -0.03%-20.7pp | -7.84%-12.9pp |
| Employer contribution / active EE | $797 | $3,184-75.0% | $4,952-83.9% | $2,596-69.3% |
| Participant deferral / active EE | $3,436 | $3,384+1.5% | $5,638-39.0% | $4,028-14.7% |
| Admin fee / account holder | $313 | $5,755-94.6% | $14,675-97.9% | $5,403-94.2% |