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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 | $32,569 | $50,958-36.1% | $74,552-56.3% | $64,181-49.3% |
| Participation rate | 39.3% | 61.1%-21.8pp | 69.1%-29.9pp | 69.6%-30.3pp |
| Annual return | -10.33% | -1.86%-8.5pp | 32.53%-42.9pp | 7.63%-18.0pp |
| Employer contribution / active EE | $919 | $1,115-17.6% | $1,961-53.1% | $2,381-61.4% |
| Participant deferral / active EE | $2,733 | $2,301+18.8% | $3,108-12.1% | $3,470-21.2% |
| Admin fee / account holder | $390 | $4,223-90.8% | $5,060-92.3% | $4,887-92.0% |