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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 | $30,968 | $73,848-58.1% | $143,799-78.5% | $68,486-54.8% |
| Participation rate | 40.0% | 66.7%-26.7pp | 80.3%-40.3pp | 67.9%-27.9pp |
| Annual return | -20.57% | 0.91%-21.5pp | -0.04%-20.5pp | -7.85%-12.7pp |
| Employer contribution / active EE | $442 | $3,184-86.1% | $4,952-91.1% | $2,597-83.0% |
| Participant deferral / active EE | $2,001 | $3,385-40.9% | $5,638-64.5% | $4,028-50.3% |
| Admin fee / account holder | $2,499 | $5,755-56.6% | $14,677-83.0% | $5,404-53.8% |