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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 | $21,686 | $42,548-49.0% | $74,552-70.9% | $56,287-61.5% |
| Participation rate | 30.5% | 60.5%-30.0pp | 69.1%-38.7pp | 69.9%-39.4pp |
| Annual return | -7.85% | 12.40%-20.2pp | 32.53%-40.4pp | -9.96%+2.1pp |
| Employer contribution / active EE | $952 | $855+11.4% | $1,961-51.4% | $2,111-54.9% |
| Participant deferral / active EE | $1,385 | $2,277-39.2% | $3,108-55.4% | $3,350-58.7% |
| Admin fee / account holder | $2,268 | $467+385.6% | $5,060-55.2% | $521+335.5% |