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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 | $28,173 | $62,715-55.1% | $104,301-73.0% | $66,930-57.9% |
| Participation rate | 41.8% | 59.6%-17.8pp | 73.3%-31.5pp | 69.8%-28.0pp |
| Annual return | -23.20% | -14.70%-8.5pp | 24.61%-47.8pp | 1.57%-24.8pp |
| Employer contribution / active EE | $916 | $1,976-53.6% | $3,373-72.8% | $2,545-64.0% |
| Participant deferral / active EE | $1,510 | $2,852-47.1% | $4,626-67.4% | $4,238-64.4% |
| Admin fee / account holder | $1,570 | $657+139.1% | $7,340-78.6% | $593+164.6% |