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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 | $38,635 | $71,873-46.2% | $86,698-55.4% | $68,490-43.6% |
| Participation rate | 54.1% | 72.2%-18.2pp | 76.6%-22.5pp | 67.9%-13.8pp |
| Annual return | -20.34% | 3.54%-23.9pp | 35.96%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $676 | $2,173-68.9% | $2,837-76.2% | $2,597-74.0% |
| Participant deferral / active EE | $2,039 | $3,779-46.1% | $4,656-56.2% | $4,028-49.4% |
| Admin fee / account holder | $1,201 | $6,110-80.3% | $7,492-84.0% | $5,403-77.8% |