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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 | $35,680 | $73,009-51.1% | $90,760-60.7% | $68,486-47.9% |
| Participation rate | 47.2% | 70.8%-23.7pp | 75.7%-28.5pp | 67.9%-20.7pp |
| Annual return | -19.58% | -13.81%-5.8pp | -12.16%-7.4pp | -7.85%-11.7pp |
| Employer contribution / active EE | $903 | $2,193-58.8% | $2,922-69.1% | $2,597-65.2% |
| Participant deferral / active EE | $1,979 | $3,626-45.4% | $4,565-56.7% | $4,028-50.9% |
| Admin fee / account holder | $589 | $5,896-90.0% | $8,444-93.0% | $5,404-89.1% |