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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 | $41,314 | $43,333-4.7% | $59,883-31.0% | $64,181-35.6% |
| Participation rate | 40.4% | 69.2%-28.8pp | 74.7%-34.3pp | 69.6%-29.2pp |
| Annual return | -8.20% | -1.55%-6.6pp | 3.46%-11.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $639 | $2,029-68.5% | $2,722-76.5% | $2,381-73.2% |
| Participant deferral / active EE | $2,494 | $2,547-2.1% | $3,402-26.7% | $3,470-28.1% |
| Admin fee / account holder | $2,008 | $3,006-33.2% | $3,591-44.1% | $4,887-58.9% |