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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 | $32,016 | $54,726-41.5% | $68,793-53.5% | $64,181-50.1% |
| Participation rate | 25.0% | 68.0%-43.0pp | 72.2%-47.2pp | 69.6%-44.6pp |
| Annual return | -10.70% | -1.62%-9.1pp | -4.63%-6.1pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,277 | $1,846-30.8% | $2,625-51.3% | $2,381-46.3% |
| Participant deferral / active EE | $1,882 | $2,626-28.3% | $3,311-43.2% | $3,470-45.8% |
| Admin fee / account holder | $9,136 | $4,027+126.9% | $5,131+78.1% | $4,887+86.9% |