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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 | $47,788 | $37,463+27.6% | $77,100-38.0% | $66,949-28.6% |
| Participation rate | 34.8% | 52.9%-18.2pp | 67.9%-33.2pp | 69.8%-35.1pp |
| Annual return | -24.80% | -3.25%-21.6pp | 42.35%-67.2pp | 1.57%-26.4pp |
| Employer contribution / active EE | $711 | $1,535-53.7% | $2,815-74.7% | $2,545-72.1% |
| Participant deferral / active EE | $2,207 | $2,621-15.8% | $4,430-50.2% | $4,239-47.9% |
| Admin fee / account holder | $4,211 | $568+641.4% | $5,443-22.6% | $594+609.5% |