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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 | $30,008 | $50,958-41.1% | $74,552-59.7% | $64,181-53.2% |
| Participation rate | 28.9% | 61.1%-32.2pp | 69.1%-40.3pp | 69.6%-40.7pp |
| Annual return | -11.41% | -1.86%-9.6pp | 32.53%-43.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $1,096 | $1,115-1.7% | $1,961-44.1% | $2,381-54.0% |
| Participant deferral / active EE | $1,638 | $2,301-28.8% | $3,108-47.3% | $3,470-52.8% |
| Admin fee / account holder | $737 | $4,223-82.5% | $5,060-85.4% | $4,887-84.9% |