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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 | $33,748 | $57,108-40.9% | $94,224-64.2% | $52,331-35.5% |
| Participation rate | 61.1% | 72.9%-11.8pp | 78.8%-17.7pp | 68.1%-7.0pp |
| Annual return | -2.78% | 1.47%-4.3pp | 10.68%-13.5pp | 4.54%-7.3pp |
| Employer contribution / active EE | $1,042 | $1,735-40.0% | $3,587-71.0% | $1,882-44.6% |
| Participant deferral / active EE | $2,940 | $3,040-3.3% | $4,320-32.0% | $3,022-2.7% |
| Admin fee / account holder | $1,687 | $546+208.6% | $6,269-73.1% | $592+185.1% |