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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 | $29,074 | $49,280-41.0% | $67,313-56.8% | $64,181-54.7% |
| Participation rate | 35.5% | 60.8%-25.3pp | 69.1%-33.6pp | 69.6%-34.1pp |
| Annual return | -9.59% | -1.39%-8.2pp | -4.08%-5.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $697 | $1,668-58.2% | $2,566-72.8% | $2,381-70.7% |
| Participant deferral / active EE | $888 | $2,484-64.2% | $3,568-75.1% | $3,470-74.4% |
| Admin fee / account holder | $1,506 | $3,863-61.0% | $4,507-66.6% | $4,887-69.2% |