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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 | $33,613 | $62,583-46.3% | $76,767-56.2% | $64,173-47.6% |
| Participation rate | 46.9% | 72.8%-25.9pp | 77.0%-30.1pp | 69.6%-22.7pp |
| Annual return | -8.23% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,196 | $1,832-34.7% | $2,485-51.9% | $2,381-49.8% |
| Participant deferral / active EE | $3,665 | $3,145+16.5% | $3,852-4.8% | $3,470+5.6% |
| Admin fee / account holder | $1,645 | $4,667-64.8% | $6,675-75.4% | $4,887-66.3% |