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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 | $33,182 | $50,947-34.9% | $74,549-55.5% | $64,173-48.3% |
| Participation rate | 42.3% | 61.1%-18.8pp | 69.1%-26.9pp | 69.6%-27.3pp |
| Annual return | -8.69% | -1.85%-6.8pp | 32.53%-41.2pp | 7.63%-16.3pp |
| Employer contribution / active EE | $278 | $1,115-75.0% | $1,961-85.8% | $2,381-88.3% |
| Participant deferral / active EE | $1,368 | $2,302-40.5% | $3,108-56.0% | $3,470-60.6% |
| Admin fee / account holder | $5,864 | $4,221+38.9% | $5,059+15.9% | $4,887+20.0% |