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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 | $33,753 | $56,339-40.1% | $104,301-67.6% | $68,486-50.7% |
| Participation rate | 37.0% | 63.3%-26.2pp | 73.3%-36.2pp | 67.9%-30.9pp |
| Annual return | -20.08% | -9.19%-10.9pp | 24.61%-44.7pp | -7.85%-12.2pp |
| Employer contribution / active EE | $894 | $1,960-54.4% | $3,373-73.5% | $2,597-65.6% |
| Participant deferral / active EE | $2,876 | $3,077-6.5% | $4,626-37.8% | $4,028-28.6% |
| Admin fee / account holder | $349 | $4,902-92.9% | $7,340-95.2% | $5,404-93.5% |