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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 | $29,443 | $48,235-39.0% | $68,803-57.2% | $68,490-57.0% |
| Participation rate | 38.2% | 60.7%-22.5pp | 69.0%-30.8pp | 67.9%-29.7pp |
| Annual return | -21.40% | -12.70%-8.7pp | -6.37%-15.0pp | -7.85%-13.5pp |
| Employer contribution / active EE | $1,274 | $1,829-30.4% | $2,656-52.0% | $2,597-51.0% |
| Participant deferral / active EE | $2,263 | $2,867-21.1% | $3,942-42.6% | $4,028-43.8% |
| Admin fee / account holder | $1,752 | $4,361-59.8% | $4,936-64.5% | $5,403-67.6% |