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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 | $31,140 | $46,689-33.3% | $117,498-73.5% | $68,495-54.5% |
| Participation rate | 51.3% | 56.8%-5.5pp | 70.6%-19.3pp | 67.9%-16.6pp |
| Annual return | -20.17% | -14.52%-5.7pp | 29.75%-49.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $592 | $1,505-60.7% | $4,178-85.8% | $2,596-77.2% |
| Participant deferral / active EE | $1,756 | $2,637-33.4% | $4,071-56.9% | $4,028-56.4% |
| Admin fee / account holder | $4,423 | $4,021+10.0% | $5,646-21.7% | $5,403-18.1% |