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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 | $34,810 | $64,716-46.2% | $112,258-69.0% | $68,495-49.2% |
| Participation rate | 45.9% | 67.2%-21.2pp | 75.1%-29.1pp | 67.9%-21.9pp |
| Annual return | -20.22% | -11.40%-8.8pp | 27.47%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,113 | $2,746-59.5% | $3,636-69.4% | $2,596-57.1% |
| Participant deferral / active EE | $2,094 | $3,565-41.3% | $4,728-55.7% | $4,028-48.0% |
| Admin fee / account holder | $7,353 | $5,232+40.5% | $6,411+14.7% | $5,403+36.1% |