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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 | $34,135 | $58,587-41.7% | $83,322-59.0% | $64,173-46.8% |
| Participation rate | 27.1% | 72.0%-45.0pp | 77.8%-50.7pp | 69.6%-42.5pp |
| Annual return | -10.71% | 9.65%-20.4pp | 10.64%-21.3pp | 7.63%-18.3pp |
| Employer contribution / active EE | $328 | $2,098-84.4% | $3,379-90.3% | $2,381-86.2% |
| Participant deferral / active EE | $3,059 | $4,654-34.3% | $5,565-45.0% | $3,470-11.8% |
| Admin fee / account holder | $5,902 | $9,279-36.4% | $7,540-21.7% | $4,887+20.8% |