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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 | $29,311 | $49,280-40.5% | $67,313-56.5% | $64,181-54.3% |
| Participation rate | 33.3% | 60.8%-27.5pp | 69.1%-35.7pp | 69.6%-36.2pp |
| Annual return | -9.36% | -1.39%-8.0pp | -4.08%-5.3pp | 7.63%-17.0pp |
| Employer contribution / active EE | $399 | $1,668-76.1% | $2,566-84.4% | $2,381-83.2% |
| Participant deferral / active EE | $1,277 | $2,484-48.6% | $3,568-64.2% | $3,470-63.2% |
| Admin fee / account holder | $2,224 | $3,863-42.4% | $4,507-50.6% | $4,887-54.5% |