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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 | $35,354 | $71,873-50.8% | $86,698-59.2% | $68,490-48.4% |
| Participation rate | 33.3% | 72.2%-38.9pp | 76.6%-43.3pp | 67.9%-34.6pp |
| Annual return | -18.87% | 3.54%-22.4pp | 35.96%-54.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $983 | $2,173-54.8% | $2,837-65.4% | $2,597-62.2% |
| Participant deferral / active EE | $1,903 | $3,779-49.7% | $4,656-59.1% | $4,028-52.8% |
| Admin fee / account holder | $1,641 | $6,110-73.1% | $7,492-78.1% | $5,403-69.6% |