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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 | $31,743 | $50,947-37.7% | $74,549-57.4% | $64,173-50.5% |
| Participation rate | 56.5% | 61.1%-4.5pp | 69.1%-12.6pp | 69.6%-13.0pp |
| Annual return | -8.25% | -1.85%-6.4pp | 32.53%-40.8pp | 7.63%-15.9pp |
| Employer contribution / active EE | $702 | $1,115-37.1% | $1,961-64.2% | $2,381-70.5% |
| Participant deferral / active EE | $2,144 | $2,302-6.9% | $3,108-31.0% | $3,470-38.2% |
| Admin fee / account holder | $1,700 | $4,221-59.7% | $5,059-66.4% | $4,887-65.2% |