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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 | $32,965 | $64,719-49.1% | $112,249-70.6% | $68,486-51.9% |
| Participation rate | 44.8% | 67.2%-22.3pp | 75.1%-30.2pp | 67.9%-23.1pp |
| Annual return | -22.12% | -11.40%-10.7pp | 27.48%-49.6pp | -7.85%-14.3pp |
| Employer contribution / active EE | $1,443 | $2,747-47.5% | $3,636-60.3% | $2,597-44.4% |
| Participant deferral / active EE | $3,049 | $3,565-14.5% | $4,729-35.5% | $4,028-24.3% |
| Admin fee / account holder | $813 | $5,232-84.5% | $6,412-87.3% | $5,404-85.0% |