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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 | $33,671 | $31,109+8.2% | $67,704-50.3% | $52,331-35.7% |
| Participation rate | 25.4% | 54.0%-28.6pp | 67.5%-42.1pp | 68.1%-42.7pp |
| Annual return | -3.95% | 23.70%-27.6pp | 25.41%-29.4pp | 4.54%-8.5pp |
| Employer contribution / active EE | $449 | $1,076-58.2% | $2,559-82.4% | $1,882-76.1% |
| Participant deferral / active EE | $1,501 | $1,970-23.8% | $3,585-58.1% | $3,022-50.3% |
| Admin fee / account holder | $1,091 | $466+134.2% | $4,255-74.3% | $592+84.5% |