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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 | $39,631 | $62,583-36.7% | $76,767-48.4% | $64,173-38.2% |
| Participation rate | 52.6% | 72.8%-20.2pp | 77.0%-24.3pp | 69.6%-16.9pp |
| Annual return | -9.41% | -1.95%-7.5pp | 2.43%-11.8pp | 7.63%-17.0pp |
| Employer contribution / active EE | $920 | $1,832-49.8% | $2,485-63.0% | $2,381-61.4% |
| Participant deferral / active EE | $1,895 | $3,145-39.8% | $3,852-50.8% | $3,470-45.4% |
| Admin fee / account holder | $1,784 | $4,667-61.8% | $6,675-73.3% | $4,887-63.5% |