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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 | $47,328 | $56,339-16.0% | $104,301-54.6% | $68,495-30.9% |
| Participation rate | 33.8% | 63.3%-29.5pp | 73.3%-39.5pp | 67.9%-34.1pp |
| Annual return | -22.52% | -9.19%-13.3pp | 24.61%-47.1pp | -7.84%-14.7pp |
| Employer contribution / active EE | $604 | $1,960-69.2% | $3,373-82.1% | $2,596-76.8% |
| Participant deferral / active EE | $1,791 | $3,077-41.8% | $4,626-61.3% | $4,028-55.5% |
| Admin fee / account holder | $1,843 | $4,902-62.4% | $7,340-74.9% | $5,403-65.9% |