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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 | $41,086 | $67,411-39.1% | $91,004-54.9% | $70,126-41.4% |
| Participation rate | 41.9% | 71.4%-29.4pp | 75.6%-33.7pp | 69.5%-27.6pp |
| Annual return | 1.95% | -40.16%+42.1pp | 4.60%-2.6pp | 73.15%-71.2pp |
| Employer contribution / active EE | $815 | $1,786-54.4% | $2,456-66.8% | $2,343-65.2% |
| Participant deferral / active EE | $2,780 | $2,823-1.5% | $3,548-21.6% | $3,332-16.6% |
| Admin fee / account holder | $1,024 | $4,236-75.8% | $5,417-81.1% | $4,645-78.0% |