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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 | $60,587 | $73,009-17.0% | $90,756-33.2% | $68,495-11.5% |
| Participation rate | 43.5% | 70.8%-27.3pp | 75.7%-32.1pp | 67.9%-24.3pp |
| Annual return | -21.41% | -13.81%-7.6pp | -12.16%-9.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $747 | $2,193-65.9% | $2,922-74.4% | $2,596-71.2% |
| Participant deferral / active EE | $2,226 | $3,626-38.6% | $4,565-51.2% | $4,028-44.7% |
| Admin fee / account holder | $2,817 | $5,896-52.2% | $8,445-66.6% | $5,403-47.9% |