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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 | $36,543 | $73,019-50.0% | $90,766-59.7% | $68,490-46.6% |
| Participation rate | 50.0% | 70.8%-20.8pp | 75.7%-25.7pp | 67.9%-17.9pp |
| Annual return | -22.87% | -13.81%-9.1pp | -12.16%-10.7pp | -7.85%-15.0pp |
| Employer contribution / active EE | $1,159 | $2,193-47.1% | $2,922-60.3% | $2,597-55.4% |
| Participant deferral / active EE | $3,834 | $3,626+5.7% | $4,565-16.0% | $4,028-4.8% |
| Admin fee / account holder | $632 | $5,897-89.3% | $8,446-92.5% | $5,403-88.3% |