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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 | $34,645 | $45,872-24.5% | $77,100-55.1% | $68,490-49.4% |
| Participation rate | 36.2% | 55.9%-19.7pp | 67.9%-31.7pp | 67.9%-31.7pp |
| Annual return | -22.27% | 1.73%-24.0pp | 42.35%-64.6pp | -7.85%-14.4pp |
| Employer contribution / active EE | $1,212 | $1,650-26.5% | $2,815-57.0% | $2,597-53.3% |
| Participant deferral / active EE | $2,102 | $2,963-29.1% | $4,430-52.6% | $4,028-47.8% |
| Admin fee / account holder | $873 | $3,041-71.3% | $5,443-84.0% | $5,403-83.8% |