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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 | $52,604 | $42,548+23.6% | $74,551-29.4% | $56,289-6.5% |
| Participation rate | 31.8% | 60.5%-28.7pp | 69.1%-37.4pp | 69.9%-38.1pp |
| Annual return | -10.11% | 12.40%-22.5pp | 32.53%-42.6pp | -9.96%-0.1pp |
| Employer contribution / active EE | $384 | $855-55.1% | $1,961-80.4% | $2,111-81.8% |
| Participant deferral / active EE | $1,854 | $2,277-18.6% | $3,108-40.4% | $3,350-44.7% |
| Admin fee / account holder | $1,390 | $467+197.5% | $5,059-72.5% | $521+166.7% |