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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 | $28,010 | $77,638-63.9% | $156,551-82.1% | $62,881-55.5% |
| Participation rate | 46.9% | 71.2%-24.3pp | 84.0%-37.1pp | 69.3%-22.4pp |
| Annual return | -3.18% | 50.33%-53.5pp | 32.23%-35.4pp | 20.14%-23.3pp |
| Employer contribution / active EE | $537 | $3,444-84.4% | $5,501-90.2% | $2,281-76.5% |
| Participant deferral / active EE | $951 | $3,046-68.8% | $4,871-80.5% | $3,203-70.3% |
| Admin fee / account holder | $5,967 | $5,561+7.3% | $13,028-54.2% | $4,296+38.9% |