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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 | $35,726 | $81,358-56.1% | $155,556-77.0% | $80,959-55.9% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | -8.47% | 33.39%-41.9pp | 64.84%-73.3pp | 35.67%-44.1pp |
| Employer contribution / active EE | $519 | $3,106-83.3% | $4,675-88.9% | $2,757-81.2% |
| Participant deferral / active EE | $1,199 | $3,455-65.3% | $5,631-78.7% | $4,300-72.1% |
| Admin fee / account holder | $2,595 | $7,994-67.5% | $15,885-83.7% | $6,925-62.5% |