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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 | $30,208 | $64,719-53.3% | $112,249-73.1% | $68,486-55.9% |
| Participation rate | 54.1% | 67.2%-13.1pp | 75.1%-21.0pp | 67.9%-13.8pp |
| Annual return | -19.63% | -11.40%-8.2pp | 27.48%-47.1pp | -7.85%-11.8pp |
| Employer contribution / active EE | $820 | $2,747-70.1% | $3,636-77.4% | $2,597-68.4% |
| Participant deferral / active EE | $2,311 | $3,565-35.2% | $4,729-51.1% | $4,028-42.6% |
| Admin fee / account holder | $3,889 | $5,232-25.7% | $6,412-39.4% | $5,404-28.0% |