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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 | $41,680 | $48,267-13.6% | $68,794-39.4% | $68,495-39.1% |
| Participation rate | 51.9% | 60.7%-8.8pp | 69.0%-17.2pp | 67.9%-16.0pp |
| Annual return | -20.98% | -12.70%-8.3pp | -6.37%-14.6pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,831 | $1,829+0.1% | $2,656-31.0% | $2,596-29.5% |
| Participant deferral / active EE | $3,281 | $2,867+14.5% | $3,941-16.8% | $4,028-18.5% |
| Admin fee / account holder | $618 | $4,362-85.8% | $4,934-87.5% | $5,403-88.6% |