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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 | $31,532 | $60,989-48.3% | $60,919-48.2% | $66,949-52.9% |
| Participation rate | 65.5% | 74.5%-9.0pp | 73.1%-7.6pp | 69.8%-4.4pp |
| Annual return | -21.68% | -9.60%-12.1pp | 16.96%-38.6pp | 1.57%-23.3pp |
| Employer contribution / active EE | $870 | $2,661-67.3% | $2,704-67.8% | $2,545-65.8% |
| Participant deferral / active EE | $2,544 | $3,615-29.6% | $3,814-33.3% | $4,239-40.0% |
| Admin fee / account holder | $17,301 | $338+5011.5% | $3,228+436.0% | $594+2814.6% |