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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 | $38,998 | $50,464-22.7% | $75,784-48.5% | $52,331-25.5% |
| Participation rate | 39.6% | 66.8%-27.2pp | 75.8%-36.2pp | 68.1%-28.5pp |
| Annual return | -2.48% | 1.03%-3.5pp | 9.68%-12.2pp | 4.54%-7.0pp |
| Employer contribution / active EE | $824 | $1,988-58.6% | $3,323-75.2% | $1,882-56.2% |
| Participant deferral / active EE | $1,969 | $2,570-23.4% | $3,652-46.1% | $3,022-34.8% |
| Admin fee / account holder | $4,742 | $1,103+329.9% | $5,300-10.5% | $592+701.5% |