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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 | $32,875 | $64,719-49.2% | $112,249-70.7% | $68,486-52.0% |
| Participation rate | 51.1% | 67.2%-16.0pp | 75.1%-23.9pp | 67.9%-16.8pp |
| Annual return | -20.31% | -11.40%-8.9pp | 27.48%-47.8pp | -7.85%-12.5pp |
| Employer contribution / active EE | $806 | $2,747-70.6% | $3,636-77.8% | $2,597-68.9% |
| Participant deferral / active EE | $2,619 | $3,565-26.5% | $4,729-44.6% | $4,028-35.0% |
| Admin fee / account holder | $1,603 | $5,232-69.4% | $6,412-75.0% | $5,404-70.3% |