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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 | $43,384 | $48,267-10.1% | $68,808-36.9% | $68,486-36.7% |
| Participation rate | 56.1% | 60.7%-4.5pp | 69.0%-12.9pp | 67.9%-11.8pp |
| Annual return | -20.19% | -12.70%-7.5pp | -6.37%-13.8pp | -7.85%-12.3pp |
| Employer contribution / active EE | $703 | $1,829-61.6% | $2,656-73.5% | $2,597-72.9% |
| Participant deferral / active EE | $2,034 | $2,867-29.1% | $3,942-48.4% | $4,028-49.5% |
| Admin fee / account holder | $1,150 | $4,362-73.6% | $4,936-76.7% | $5,404-78.7% |