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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 | $24,508 | $59,813-59.0% | $79,580-69.2% | $68,486-64.2% |
| Participation rate | 40.8% | 61.1%-20.3pp | 69.5%-28.7pp | 67.9%-27.1pp |
| Annual return | -20.74% | -12.30%-8.4pp | 0.15%-20.9pp | -7.85%-12.9pp |
| Employer contribution / active EE | $828 | $1,505-45.0% | $2,413-65.7% | $2,597-68.1% |
| Participant deferral / active EE | $2,403 | $3,024-20.6% | $3,985-39.7% | $4,028-40.3% |
| Admin fee / account holder | $1,307 | $4,835-73.0% | $6,835-80.9% | $5,404-75.8% |