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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 | $36,836 | $53,777-31.5% | $134,155-72.5% | $79,858-53.9% |
| Participation rate | 38.5% | 58.8%-20.3pp | 72.2%-33.7pp | 69.6%-31.2pp |
| Annual return | -8.76% | 19.01%-27.8pp | 36.34%-45.1pp | 31.72%-40.5pp |
| Employer contribution / active EE | $243 | $1,321-81.6% | $3,705-93.4% | $2,471-90.2% |
| Participant deferral / active EE | $1,598 | $2,420-34.0% | $3,500-54.3% | $3,740-57.3% |
| Admin fee / account holder | $9,481 | $3,984+138.0% | $6,685+41.8% | $5,306+78.7% |