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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 | $33,683 | $72,273-53.4% | $101,275-66.7% | $79,856-57.8% |
| Participation rate | 34.6% | 68.5%-33.8pp | 75.8%-41.2pp | 69.6%-35.0pp |
| Annual return | -10.49% | 22.30%-32.8pp | 46.48%-57.0pp | 31.71%-42.2pp |
| Employer contribution / active EE | $1,655 | $2,691-38.5% | $3,660-54.8% | $2,471-33.0% |
| Participant deferral / active EE | $3,148 | $3,282-4.1% | $4,371-28.0% | $3,741-15.8% |
| Admin fee / account holder | $22,673 | $4,401+415.1% | $5,948+281.2% | $5,306+327.3% |