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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 | $31,860 | $64,716-50.8% | $112,258-71.6% | $68,495-53.5% |
| Participation rate | 29.0% | 67.2%-38.1pp | 75.1%-46.0pp | 67.9%-38.9pp |
| Annual return | -20.10% | -11.40%-8.7pp | 27.47%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $731 | $2,746-73.4% | $3,636-79.9% | $2,596-71.9% |
| Participant deferral / active EE | $2,012 | $3,565-43.6% | $4,728-57.4% | $4,028-50.0% |
| Admin fee / account holder | $1,986 | $5,232-62.0% | $6,411-69.0% | $5,403-63.2% |