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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 | $31,482 | $53,777-41.5% | $134,155-76.5% | $79,858-60.6% |
| Participation rate | 54.3% | 58.8%-4.4pp | 72.2%-17.8pp | 69.6%-15.3pp |
| Annual return | -13.46% | 19.01%-32.5pp | 36.34%-49.8pp | 31.72%-45.2pp |
| Employer contribution / active EE | $896 | $1,321-32.2% | $3,705-75.8% | $2,471-63.7% |
| Participant deferral / active EE | $1,845 | $2,420-23.8% | $3,500-47.3% | $3,740-50.7% |
| Admin fee / account holder | $1,550 | $3,984-61.1% | $6,685-76.8% | $5,306-70.8% |