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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 | $28,563 | $62,583-54.4% | $76,767-62.8% | $64,173-55.5% |
| Participation rate | 34.6% | 72.8%-38.2pp | 77.0%-42.3pp | 69.6%-35.0pp |
| Annual return | -8.79% | -1.95%-6.8pp | 2.43%-11.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $766 | $1,832-58.2% | $2,485-69.2% | $2,381-67.8% |
| Participant deferral / active EE | $1,519 | $3,145-51.7% | $3,852-60.6% | $3,470-56.2% |
| Admin fee / account holder | $471 | $4,667-89.9% | $6,675-92.9% | $4,887-90.4% |