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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 | $29,587 | $45,872-35.5% | $77,096-61.6% | $68,486-56.8% |
| Participation rate | 51.4% | 55.9%-4.5pp | 67.9%-16.5pp | 67.9%-16.5pp |
| Annual return | -21.16% | 1.73%-22.9pp | 42.35%-63.5pp | -7.85%-13.3pp |
| Employer contribution / active EE | $844 | $1,650-48.9% | $2,814-70.0% | $2,597-67.5% |
| Participant deferral / active EE | $3,113 | $2,963+5.1% | $4,429-29.7% | $4,028-22.7% |
| Admin fee / account holder | $3,381 | $3,041+11.2% | $5,428-37.7% | $5,404-37.4% |