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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 | $32,475 | $50,947-36.3% | $74,551-56.4% | $64,173-49.4% |
| Participation rate | 55.2% | 61.1%-5.9pp | 69.1%-14.0pp | 69.6%-14.4pp |
| Annual return | -8.90% | -1.85%-7.0pp | 32.53%-41.4pp | 7.63%-16.5pp |
| Employer contribution / active EE | $372 | $1,115-66.6% | $1,961-81.0% | $2,381-84.4% |
| Participant deferral / active EE | $2,104 | $2,302-8.6% | $3,108-32.3% | $3,470-39.4% |
| Admin fee / account holder | $623 | $4,221-85.2% | $5,059-87.7% | $4,887-87.2% |