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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 | $28,807 | $56,894-49.4% | $84,753-66.0% | $62,881-54.2% |
| Participation rate | 46.9% | 68.5%-21.7pp | 76.6%-29.7pp | 69.3%-22.4pp |
| Annual return | -0.65% | 6.30%-7.0pp | 22.78%-23.4pp | 20.14%-20.8pp |
| Employer contribution / active EE | $1,275 | $2,400-46.9% | $3,574-64.3% | $2,281-44.1% |
| Participant deferral / active EE | $2,966 | $2,709+9.5% | $3,712-20.1% | $3,203-7.4% |
| Admin fee / account holder | $1,485 | $3,581-58.5% | $5,333-72.2% | $4,296-65.4% |