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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 | $31,619 | $46,697-32.3% | $117,533-73.1% | $68,486-53.8% |
| Participation rate | 32.1% | 56.8%-24.6pp | 70.6%-38.5pp | 67.9%-35.8pp |
| Annual return | -21.47% | -14.52%-7.0pp | 29.77%-51.2pp | -7.85%-13.6pp |
| Employer contribution / active EE | $908 | $1,506-39.7% | $4,179-78.3% | $2,597-65.0% |
| Participant deferral / active EE | $1,134 | $2,637-57.0% | $4,072-72.1% | $4,028-71.8% |
| Admin fee / account holder | $1,991 | $4,023-50.5% | $5,647-64.7% | $5,404-63.1% |