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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 | $28,547 | $77,816-63.3% | $123,549-76.9% | $64,181-55.5% |
| Participation rate | 52.4% | 74.7%-22.3pp | 82.3%-29.9pp | 69.6%-17.2pp |
| Annual return | -9.52% | 12.49%-22.0pp | 119.20%-128.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $694 | $3,014-77.0% | $4,628-85.0% | $2,381-70.9% |
| Participant deferral / active EE | $3,818 | $5,240-27.1% | $6,426-40.6% | $3,470+10.1% |
| Admin fee / account holder | $917 | $5,519-83.4% | $9,284-90.1% | $4,887-81.2% |