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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 | $81,331-56.1% | $155,534-77.0% | $80,935-55.9% |
| Participation rate | 39.3% | 66.3%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | -8.47% | 33.37%-41.8pp | 64.92%-73.4pp | 35.66%-44.1pp |
| Employer contribution / active EE | $519 | $3,105-83.3% | $4,675-88.9% | $2,757-81.2% |
| Participant deferral / active EE | $1,199 | $3,454-65.3% | $5,630-78.7% | $4,299-72.1% |
| Admin fee / account holder | $2,595 | $7,999-67.6% | $15,900-83.7% | $6,924-62.5% |