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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 | $29,150 | $62,583-53.4% | $76,767-62.0% | $64,173-54.6% |
| Participation rate | 59.7% | 72.8%-13.1pp | 77.0%-17.3pp | 69.6%-9.9pp |
| Annual return | -8.82% | -1.95%-6.9pp | 2.43%-11.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $450 | $1,832-75.4% | $2,485-81.9% | $2,381-81.1% |
| Participant deferral / active EE | $1,615 | $3,145-48.7% | $3,852-58.1% | $3,470-53.5% |
| Admin fee / account holder | $3,310 | $4,667-29.1% | $6,675-50.4% | $4,887-32.3% |