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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 | $36,317 | $41,377-12.2% | $109,313-66.8% | $62,881-42.2% |
| Participation rate | 38.2% | 57.5%-19.3pp | 71.3%-33.0pp | 69.3%-31.1pp |
| Annual return | -2.41% | 11.05%-13.5pp | 22.07%-24.5pp | 20.14%-22.5pp |
| Employer contribution / active EE | $308 | $1,276-75.8% | $3,892-92.1% | $2,281-86.5% |
| Participant deferral / active EE | $1,125 | $2,045-45.0% | $3,166-64.5% | $3,203-64.9% |
| Admin fee / account holder | $10,514 | $2,884+264.6% | $5,666+85.5% | $4,296+144.7% |