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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 | $32,224 | $215,361-85.0% | $171,082-81.2% | $273,972-88.2% |
| Participation rate | 35.7% | 82.0%-46.3pp | 76.7%-41.0pp | 83.0%-47.3pp |
| Annual return | -9.10% | 25.14%-34.2pp | 32.56%-41.7pp | 41.46%-50.6pp |
| Employer contribution / active EE | $852 | $4,967-82.9% | $4,002-78.7% | $4,869-82.5% |
| Participant deferral / active EE | $3,802 | $5,543-31.4% | $4,797-20.8% | $5,287-28.1% |
| Admin fee / account holder | $3,786 | $10,846-65.1% | $8,520-55.6% | $10,133-62.6% |