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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 | $27,499 | $77,817-64.7% | $123,553-77.7% | $64,173-57.1% |
| Participation rate | 29.3% | 74.7%-45.4pp | 82.3%-52.9pp | 69.6%-40.2pp |
| Annual return | -10.50% | 12.49%-23.0pp | 119.21%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $804 | $3,014-73.3% | $4,628-82.6% | $2,381-66.2% |
| Participant deferral / active EE | $3,722 | $5,240-29.0% | $6,426-42.1% | $3,470+7.3% |
| Admin fee / account holder | $765 | $5,519-86.1% | $9,284-91.8% | $4,887-84.4% |