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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 | $30,337 | $43,338-30.0% | $59,887-49.3% | $64,173-52.7% |
| Participation rate | 24.2% | 69.2%-45.0pp | 74.7%-50.5pp | 69.6%-45.4pp |
| Annual return | -9.36% | -1.55%-7.8pp | 3.46%-12.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $392 | $2,030-80.7% | $2,722-85.6% | $2,381-83.5% |
| Participant deferral / active EE | $874 | $2,547-65.7% | $3,402-74.3% | $3,470-74.8% |
| Admin fee / account holder | $1,003 | $3,007-66.7% | $3,591-72.1% | $4,887-79.5% |