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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 | $29,804 | $45,872-35.0% | $77,100-61.3% | $68,490-56.5% |
| Participation rate | 46.4% | 55.9%-9.5pp | 67.9%-21.5pp | 67.9%-21.5pp |
| Annual return | -23.13% | 1.73%-24.9pp | 42.35%-65.5pp | -7.85%-15.3pp |
| Employer contribution / active EE | $920 | $1,650-44.2% | $2,815-67.3% | $2,597-64.6% |
| Participant deferral / active EE | $2,141 | $2,963-27.8% | $4,430-51.7% | $4,028-46.9% |
| Admin fee / account holder | $363 | $3,041-88.1% | $5,443-93.3% | $5,403-93.3% |