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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 | $29,663 | $25,979+14.2% | $71,755-58.7% | $68,486-56.7% |
| Participation rate | 15.8% | 54.5%-38.7pp | 62.3%-46.5pp | 67.9%-52.1pp |
| Annual return | -20.68% | -15.10%-5.6pp | 9.09%-29.8pp | -7.85%-12.8pp |
| Employer contribution / active EE | $592 | $900-34.3% | $1,704-65.3% | $2,597-77.2% |
| Participant deferral / active EE | $1,299 | $1,522-14.7% | $2,656-51.1% | $4,028-67.8% |
| Admin fee / account holder | $1,647 | $2,022-18.5% | $3,972-58.5% | $5,404-69.5% |