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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 | $32,505 | $37,436-13.2% | $77,513-58.1% | $79,858-59.3% |
| Participation rate | 14.3% | 41.5%-27.2pp | 54.2%-39.9pp | 69.6%-55.3pp |
| Annual return | -1.34% | 39.75%-41.1pp | 54.81%-56.1pp | 31.72%-33.1pp |
| Employer contribution / active EE | $131 | $637-79.4% | $987-86.7% | $2,471-94.7% |
| Participant deferral / active EE | $617 | $1,261-51.1% | $1,861-66.9% | $3,740-83.5% |
| Admin fee / account holder | $3,559 | $2,505+42.0% | $2,859+24.5% | $5,306-32.9% |