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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 | $25,072 | $50,947-50.8% | $74,551-66.4% | $64,173-60.9% |
| Participation rate | 50.0% | 61.1%-11.1pp | 69.1%-19.1pp | 69.6%-19.6pp |
| Annual return | -8.86% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $831 | $1,115-25.5% | $1,961-57.6% | $2,381-65.1% |
| Participant deferral / active EE | $2,982 | $2,302+29.6% | $3,108-4.1% | $3,470-14.1% |
| Admin fee / account holder | $577 | $4,221-86.3% | $5,059-88.6% | $4,887-88.2% |