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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 | $28,808 | $73,848-61.0% | $143,799-80.0% | $68,486-57.9% |
| Participation rate | 43.9% | 66.7%-22.8pp | 80.3%-36.4pp | 67.9%-24.0pp |
| Annual return | -21.41% | 0.91%-22.3pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $957 | $3,184-69.9% | $4,952-80.7% | $2,597-63.1% |
| Participant deferral / active EE | $2,258 | $3,385-33.3% | $5,638-60.0% | $4,028-43.9% |
| Admin fee / account holder | $3,284 | $5,755-42.9% | $14,677-77.6% | $5,404-39.2% |