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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 | $37,698 | $59,804-37.0% | $81,982-54.0% | $79,856-52.8% |
| Participation rate | 20.6% | 61.6%-41.0pp | 69.3%-48.6pp | 69.6%-49.0pp |
| Annual return | -9.83% | 17.56%-27.4pp | 41.31%-51.1pp | 31.71%-41.5pp |
| Employer contribution / active EE | $367 | $1,713-78.6% | $2,498-85.3% | $2,471-85.1% |
| Participant deferral / active EE | $1,010 | $2,695-62.5% | $3,722-72.9% | $3,741-73.0% |
| Admin fee / account holder | $2,007 | $4,288-53.2% | $5,665-64.6% | $5,306-62.2% |