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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 | $32,158 | $56,894-43.5% | $84,753-62.1% | $62,881-48.9% |
| Participation rate | 48.6% | 68.5%-19.9pp | 76.6%-27.9pp | 69.3%-20.7pp |
| Annual return | -3.52% | 6.30%-9.8pp | 22.78%-26.3pp | 20.14%-23.7pp |
| Employer contribution / active EE | $559 | $2,400-76.7% | $3,574-84.3% | $2,281-75.5% |
| Participant deferral / active EE | $1,527 | $2,709-43.6% | $3,712-58.9% | $3,203-52.3% |
| Admin fee / account holder | $1,065 | $3,581-70.3% | $5,333-80.0% | $4,296-75.2% |