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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 | $40,566 | $65,083-37.7% | $143,788-71.8% | $66,930-39.4% |
| Participation rate | 38.2% | 65.2%-27.0pp | 80.3%-42.1pp | 69.8%-31.6pp |
| Annual return | -18.28% | -11.13%-7.1pp | -0.03%-18.2pp | 1.57%-19.9pp |
| Employer contribution / active EE | $781 | $2,361-66.9% | $4,952-84.2% | $2,545-69.3% |
| Participant deferral / active EE | $2,225 | $2,920-23.8% | $5,638-60.5% | $4,238-47.5% |
| Admin fee / account holder | $1,067 | $502+112.5% | $14,675-92.7% | $593+79.9% |