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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 | $34,691 | $81,870-57.6% | $119,608-71.0% | $68,495-49.4% |
| Participation rate | 31.7% | 71.9%-40.2pp | 79.3%-47.6pp | 67.9%-36.2pp |
| Annual return | -21.26% | -23.82%+2.6pp | -14.98%-6.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $709 | $2,692-73.7% | $4,232-83.3% | $2,596-72.7% |
| Participant deferral / active EE | $2,136 | $4,148-48.5% | $5,601-61.9% | $4,028-47.0% |
| Admin fee / account holder | $1,272 | $6,583-80.7% | $10,326-87.7% | $5,403-76.5% |