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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 | $32,551 | $58,600-44.5% | $83,327-60.9% | $64,173-49.3% |
| Participation rate | 55.8% | 72.0%-16.2pp | 77.8%-21.9pp | 69.6%-13.8pp |
| Annual return | -11.33% | 9.66%-21.0pp | 10.64%-22.0pp | 7.63%-19.0pp |
| Employer contribution / active EE | $868 | $2,098-58.6% | $3,379-74.3% | $2,381-63.5% |
| Participant deferral / active EE | $2,827 | $4,656-39.3% | $5,565-49.2% | $3,470-18.5% |
| Admin fee / account holder | $352 | $9,282-96.2% | $7,540-95.3% | $4,887-92.8% |