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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 | $32,462 | $67,411-51.8% | $91,004-64.3% | $70,126-53.7% |
| Participation rate | 64.0% | 71.4%-7.4pp | 75.6%-11.6pp | 69.5%-5.5pp |
| Annual return | 11.64% | -40.16%+51.8pp | 4.60%+7.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,856 | $2,823-34.2% | $3,548-47.7% | $3,332-44.3% |
| Admin fee / account holder | $528 | $4,236-87.5% | $5,417-90.2% | $4,645-88.6% |