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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 | $30,510 | $56,339-45.8% | $104,299-70.7% | $68,490-55.5% |
| Participation rate | 27.5% | 63.3%-35.8pp | 73.3%-45.8pp | 67.9%-40.4pp |
| Annual return | -19.64% | -9.19%-10.5pp | 24.62%-44.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $773 | $1,960-60.6% | $3,373-77.1% | $2,597-70.2% |
| Participant deferral / active EE | $1,328 | $3,077-56.8% | $4,626-71.3% | $4,028-67.0% |
| Admin fee / account holder | $1,716 | $4,902-65.0% | $7,339-76.6% | $5,403-68.2% |