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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 | $35,986 | $43,550-17.4% | $63,244-43.1% | $52,331-31.2% |
| Participation rate | 30.9% | 65.7%-34.8pp | 71.0%-40.1pp | 68.1%-37.2pp |
| Annual return | -3.99% | 2.03%-6.0pp | -70.31%+66.3pp | 4.54%-8.5pp |
| Employer contribution / active EE | $977 | $1,351-27.7% | $2,322-57.9% | $1,882-48.1% |
| Participant deferral / active EE | $2,490 | $2,254+10.5% | $2,953-15.7% | $3,022-17.6% |
| Admin fee / account holder | $460 | $387+19.0% | $5,893-92.2% | $592-22.2% |