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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 | $28,431 | $57,384-50.5% | $106,387-73.3% | $56,287-49.5% |
| Participation rate | 50.5% | 71.3%-20.8pp | 77.5%-27.0pp | 69.9%-19.4pp |
| Annual return | -8.21% | 5.91%-14.1pp | 0.25%-8.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $1,685 | $2,348-28.2% | $3,520-52.1% | $2,111-20.2% |
| Participant deferral / active EE | $3,199 | $3,799-15.8% | $5,421-41.0% | $3,350-4.5% |
| Admin fee / account holder | $622 | $566+9.8% | $7,510-91.7% | $521+19.3% |