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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 | $32,424 | $59,834-45.8% | $79,576-59.3% | $68,495-52.7% |
| Participation rate | 52.0% | 61.1%-9.1pp | 69.5%-17.5pp | 67.9%-15.9pp |
| Annual return | -20.49% | -12.30%-8.2pp | 0.15%-20.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,514 | $1,505+0.6% | $2,413-37.3% | $2,596-41.7% |
| Participant deferral / active EE | $4,749 | $3,024+57.0% | $3,985+19.2% | $4,028+17.9% |
| Admin fee / account holder | $681 | $4,835-85.9% | $6,834-90.0% | $5,403-87.4% |