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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 | $27,587 | $32,037-13.9% | $69,182-60.1% | $62,881-56.1% |
| Participation rate | 29.3% | 43.4%-14.2pp | 55.1%-25.8pp | 69.3%-40.0pp |
| Annual return | -0.74% | 15.16%-15.9pp | -21.93%+21.2pp | 20.14%-20.9pp |
| Employer contribution / active EE | $172 | $679-74.6% | $1,206-85.7% | $2,281-92.4% |
| Participant deferral / active EE | $346 | $1,185-70.8% | $1,897-81.8% | $3,203-89.2% |
| Admin fee / account holder | $1,282 | $2,608-50.8% | $2,697-52.5% | $4,296-70.2% |