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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 | $29,447 | $73,848-60.1% | $143,799-79.5% | $68,486-57.0% |
| Participation rate | 29.0% | 66.7%-37.7pp | 80.3%-51.3pp | 67.9%-38.9pp |
| Annual return | -22.50% | 0.91%-23.4pp | -0.04%-22.5pp | -7.85%-14.6pp |
| Employer contribution / active EE | $853 | $3,184-73.2% | $4,952-82.8% | $2,597-67.1% |
| Participant deferral / active EE | $1,209 | $3,385-64.3% | $5,638-78.6% | $4,028-70.0% |
| Admin fee / account holder | $1,607 | $5,755-72.1% | $14,677-89.0% | $5,404-70.3% |