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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 | $38,064 | $50,947-25.3% | $74,549-48.9% | $64,173-40.7% |
| Participation rate | 51.2% | 61.1%-9.8pp | 69.1%-17.9pp | 69.6%-18.3pp |
| Annual return | -10.11% | -1.85%-8.3pp | 32.53%-42.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $260 | $1,115-76.7% | $1,961-86.7% | $2,381-89.1% |
| Participant deferral / active EE | $2,523 | $2,302+9.6% | $3,108-18.8% | $3,470-27.3% |
| Admin fee / account holder | $496 | $4,221-88.3% | $5,059-90.2% | $4,887-89.9% |