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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 | $29,781 | $45,872-35.1% | $77,100-61.4% | $68,490-56.5% |
| Participation rate | 36.0% | 55.9%-19.9pp | 67.9%-31.9pp | 67.9%-31.9pp |
| Annual return | -24.59% | 1.73%-26.3pp | 42.35%-66.9pp | -7.85%-16.7pp |
| Employer contribution / active EE | $654 | $1,650-60.4% | $2,815-76.8% | $2,597-74.8% |
| Participant deferral / active EE | $1,867 | $2,963-37.0% | $4,430-57.9% | $4,028-53.7% |
| Admin fee / account holder | $2,146 | $3,041-29.4% | $5,443-60.6% | $5,403-60.3% |