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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 | $35,156 | $56,339-37.6% | $104,301-66.3% | $68,486-48.7% |
| Participation rate | 39.5% | 63.3%-23.8pp | 73.3%-33.8pp | 67.9%-28.4pp |
| Annual return | -21.06% | -9.19%-11.9pp | 24.61%-45.7pp | -7.85%-13.2pp |
| Employer contribution / active EE | $1,202 | $1,960-38.7% | $3,373-64.4% | $2,597-53.7% |
| Participant deferral / active EE | $1,834 | $3,077-40.4% | $4,626-60.4% | $4,028-54.5% |
| Admin fee / account holder | $479 | $4,902-90.2% | $7,340-93.5% | $5,404-91.1% |