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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 | $43,181 | $77,816-44.5% | $123,552-65.1% | $64,173-32.7% |
| Participation rate | 28.3% | 74.7%-46.4pp | 82.3%-54.0pp | 69.6%-41.3pp |
| Annual return | -12.94% | 12.49%-25.4pp | 119.20%-132.1pp | 7.63%-20.6pp |
| Employer contribution / active EE | $792 | $3,014-73.7% | $4,628-82.9% | $2,381-66.7% |
| Participant deferral / active EE | $3,188 | $5,240-39.2% | $6,426-50.4% | $3,470-8.1% |
| Admin fee / account holder | $1,373 | $5,519-75.1% | $9,285-85.2% | $4,887-71.9% |