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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 | $35,912 | $41,377-13.2% | $109,313-67.1% | $62,881-42.9% |
| Participation rate | 42.9% | 57.5%-14.7pp | 71.3%-28.4pp | 69.3%-26.4pp |
| Annual return | -1.92% | 11.05%-13.0pp | 22.07%-24.0pp | 20.14%-22.1pp |
| Employer contribution / active EE | $603 | $1,276-52.7% | $3,892-84.5% | $2,281-73.6% |
| Participant deferral / active EE | $1,259 | $2,045-38.4% | $3,166-60.2% | $3,203-60.7% |
| Admin fee / account holder | $919 | $2,884-68.1% | $5,666-83.8% | $4,296-78.6% |