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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 | $35,723 | $49,280-27.5% | $67,313-46.9% | $64,181-44.3% |
| Participation rate | 56.9% | 60.8%-3.9pp | 69.1%-12.2pp | 69.6%-12.7pp |
| Annual return | -10.83% | -1.39%-9.4pp | -4.08%-6.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,243 | $1,668-25.5% | $2,566-51.6% | $2,381-47.8% |
| Participant deferral / active EE | $2,246 | $2,484-9.6% | $3,568-37.1% | $3,470-35.3% |
| Admin fee / account holder | $800 | $3,863-79.3% | $4,507-82.3% | $4,887-83.6% |