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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 | $42,790 | $67,894-37.0% | $89,340-52.1% | $82,448-48.1% |
| Participation rate | 22.8% | 64.0%-41.2pp | 69.6%-46.7pp | 68.1%-45.2pp |
| Annual return | -7.82% | 19.21%-27.0pp | 20.57%-28.4pp | 41.64%-49.5pp |
| Employer contribution / active EE | $622 | $1,828-66.0% | $2,231-72.1% | $2,551-75.6% |
| Participant deferral / active EE | $2,130 | $3,072-30.7% | $3,823-44.3% | $4,139-48.5% |
| Admin fee / account holder | $1,569 | $5,723-72.6% | $6,704-76.6% | $7,234-78.3% |