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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 | $30,646 | $59,819-48.8% | $79,583-61.5% | $68,490-55.3% |
| Participation rate | 32.4% | 61.1%-28.6pp | 69.5%-37.1pp | 67.9%-35.5pp |
| Annual return | -22.06% | -12.30%-9.8pp | 0.16%-22.2pp | -7.85%-14.2pp |
| Employer contribution / active EE | $716 | $1,505-52.5% | $2,414-70.4% | $2,597-72.4% |
| Participant deferral / active EE | $1,382 | $3,025-54.3% | $3,986-65.3% | $4,028-65.7% |
| Admin fee / account holder | $1,520 | $4,835-68.6% | $6,835-77.8% | $5,403-71.9% |