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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 | $32,297 | $64,176-49.7% | $112,263-71.2% | $66,949-51.8% |
| Participation rate | 17.6% | 68.4%-50.8pp | 75.1%-57.4pp | 69.8%-52.2pp |
| Annual return | -22.00% | -13.80%-8.2pp | 27.49%-49.5pp | 1.57%-23.6pp |
| Employer contribution / active EE | $904 | $3,007-69.9% | $3,636-75.1% | $2,545-64.5% |
| Participant deferral / active EE | $1,744 | $3,694-52.8% | $4,729-63.1% | $4,239-58.9% |
| Admin fee / account holder | $1,486 | $626+137.5% | $6,410-76.8% | $594+150.4% |