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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 | $33,121 | $71,873-53.9% | $86,698-61.8% | $68,490-51.6% |
| Participation rate | 47.2% | 72.2%-25.0pp | 76.6%-29.4pp | 67.9%-20.7pp |
| Annual return | -19.00% | 3.54%-22.5pp | 35.96%-55.0pp | -7.85%-11.1pp |
| Employer contribution / active EE | $890 | $2,173-59.0% | $2,837-68.6% | $2,597-65.7% |
| Participant deferral / active EE | $2,902 | $3,779-23.2% | $4,656-37.7% | $4,028-28.0% |
| Admin fee / account holder | $3,548 | $6,110-41.9% | $7,492-52.6% | $5,403-34.3% |