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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 | $37,774 | $59,186-36.2% | $76,768-50.8% | $56,287-32.9% |
| Participation rate | 43.0% | 75.2%-32.2pp | 77.0%-34.0pp | 69.9%-26.9pp |
| Annual return | -11.21% | 6.62%-17.8pp | 2.43%-13.6pp | -9.96%-1.2pp |
| Employer contribution / active EE | $895 | $1,759-49.1% | $2,485-64.0% | $2,111-57.6% |
| Participant deferral / active EE | $2,038 | $3,255-37.4% | $3,852-47.1% | $3,350-39.2% |
| Admin fee / account holder | $887 | $489+81.3% | $6,675-86.7% | $521+70.2% |