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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 | $34,037 | $65,092-47.7% | $143,799-76.3% | $66,938-49.2% |
| Participation rate | 58.3% | 65.2%-7.0pp | 80.3%-22.1pp | 69.8%-11.6pp |
| Annual return | -18.28% | -11.14%-7.1pp | -0.04%-18.2pp | 1.58%-19.9pp |
| Employer contribution / active EE | $1,729 | $2,362-26.8% | $4,952-65.1% | $2,545-32.1% |
| Participant deferral / active EE | $3,330 | $2,920+14.0% | $5,638-40.9% | $4,238-21.4% |
| Admin fee / account holder | $1,812 | $502+260.7% | $14,677-87.7% | $594+205.3% |