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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 | $40,928 | $61,660-33.6% | $80,022-48.9% | $64,173-36.2% |
| Participation rate | 34.3% | 71.7%-37.4pp | 75.8%-41.5pp | 69.6%-35.3pp |
| Annual return | -9.44% | -0.33%-9.1pp | 11.22%-20.7pp | 7.63%-17.1pp |
| Employer contribution / active EE | $553 | $1,810-69.4% | $2,468-77.6% | $2,381-76.8% |
| Participant deferral / active EE | $1,345 | $2,968-54.7% | $3,686-63.5% | $3,470-61.2% |
| Admin fee / account holder | $4,203 | $5,417-22.4% | $6,521-35.5% | $4,887-14.0% |