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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 | $35,753 | $56,339-36.5% | $104,301-65.7% | $68,495-47.8% |
| Participation rate | 14.4% | 63.3%-48.8pp | 73.3%-58.8pp | 67.9%-53.4pp |
| Annual return | -24.08% | -9.19%-14.9pp | 24.61%-48.7pp | -7.84%-16.2pp |
| Employer contribution / active EE | $810 | $1,960-58.7% | $3,373-76.0% | $2,596-68.8% |
| Participant deferral / active EE | $1,113 | $3,077-63.8% | $4,626-75.9% | $4,028-72.4% |
| Admin fee / account holder | $1,649 | $4,902-66.4% | $7,340-77.5% | $5,403-69.5% |