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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 | $33,381 | $64,719-48.4% | $112,249-70.3% | $68,486-51.3% |
| Participation rate | 27.0% | 67.2%-40.2pp | 75.1%-48.1pp | 67.9%-40.9pp |
| Annual return | -19.48% | -11.40%-8.1pp | 27.48%-47.0pp | -7.85%-11.6pp |
| Employer contribution / active EE | $1,426 | $2,747-48.1% | $3,636-60.8% | $2,597-45.1% |
| Participant deferral / active EE | $1,927 | $3,565-46.0% | $4,729-59.3% | $4,028-52.2% |
| Admin fee / account holder | $354 | $5,232-93.2% | $6,412-94.5% | $5,404-93.5% |