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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 | $29,239 | $50,947-42.6% | $74,549-60.8% | $64,173-54.4% |
| Participation rate | 37.9% | 61.1%-23.1pp | 69.1%-31.2pp | 69.6%-31.6pp |
| Annual return | -12.61% | -1.85%-10.8pp | 32.53%-45.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $863 | $1,115-22.6% | $1,961-56.0% | $2,381-63.8% |
| Participant deferral / active EE | $1,760 | $2,302-23.5% | $3,108-43.4% | $3,470-49.3% |
| Admin fee / account holder | $1,048 | $4,221-75.2% | $5,059-79.3% | $4,887-78.6% |