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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 | $30,330 | $42,548-28.7% | $74,551-59.3% | $56,289-46.1% |
| Participation rate | 37.4% | 60.5%-23.1pp | 69.1%-31.7pp | 69.9%-32.5pp |
| Annual return | -8.60% | 12.40%-21.0pp | 32.53%-41.1pp | -9.96%+1.4pp |
| Employer contribution / active EE | $919 | $855+7.4% | $1,961-53.1% | $2,111-56.5% |
| Participant deferral / active EE | $1,806 | $2,277-20.7% | $3,108-41.9% | $3,350-46.1% |
| Admin fee / account holder | $372 | $467-20.4% | $5,059-92.6% | $521-28.6% |