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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 | $37,182 | $50,947-27.0% | $74,551-50.1% | $64,173-42.1% |
| Participation rate | 41.8% | 61.1%-19.2pp | 69.1%-27.3pp | 69.6%-27.8pp |
| Annual return | -8.25% | -1.85%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $626 | $1,115-43.8% | $1,961-68.1% | $2,381-73.7% |
| Participant deferral / active EE | $1,856 | $2,302-19.4% | $3,108-40.3% | $3,470-46.5% |
| Admin fee / account holder | $940 | $4,221-77.7% | $5,059-81.4% | $4,887-80.8% |