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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 | $34,446 | $53,596-35.7% | $90,657-62.0% | $64,173-46.3% |
| Participation rate | 16.7% | 64.5%-47.8pp | 74.0%-57.4pp | 69.6%-52.9pp |
| Annual return | -12.62% | 4.41%-17.0pp | 1.89%-14.5pp | 7.63%-20.3pp |
| Employer contribution / active EE | $905 | $1,503-39.8% | $2,532-64.2% | $2,381-62.0% |
| Participant deferral / active EE | $1,717 | $2,459-30.2% | $3,424-49.9% | $3,470-50.5% |
| Admin fee / account holder | $513 | $3,868-86.7% | $4,994-89.7% | $4,887-89.5% |