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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 | $44,246 | $48,267-8.3% | $68,808-35.7% | $68,486-35.4% |
| Participation rate | 57.1% | 60.7%-3.5pp | 69.0%-11.9pp | 67.9%-10.8pp |
| Annual return | -19.67% | -12.70%-7.0pp | -6.37%-13.3pp | -7.85%-11.8pp |
| Employer contribution / active EE | $824 | $1,829-54.9% | $2,656-69.0% | $2,597-68.3% |
| Participant deferral / active EE | $2,062 | $2,867-28.1% | $3,942-47.7% | $4,028-48.8% |
| Admin fee / account holder | $10,194 | $4,362+133.7% | $4,936+106.5% | $5,404+88.6% |