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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 | $46,689-32.3% | $117,498-73.1% | $68,495-53.8% |
| Participation rate | 32.1% | 56.8%-24.6pp | 70.6%-38.5pp | 67.9%-35.7pp |
| Annual return | -21.47% | -14.52%-7.0pp | 29.75%-51.2pp | -7.84%-13.6pp |
| Employer contribution / active EE | $908 | $1,505-39.7% | $4,178-78.3% | $2,596-65.0% |
| Participant deferral / active EE | $1,134 | $2,637-57.0% | $4,071-72.1% | $4,028-71.8% |
| Admin fee / account holder | $1,991 | $4,021-50.5% | $5,646-64.7% | $5,403-63.1% |