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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 | $30,177 | $32,037-5.8% | $69,182-56.4% | $62,881-52.0% |
| Participation rate | 25.4% | 43.4%-18.1pp | 55.1%-29.8pp | 69.3%-44.0pp |
| Annual return | -4.55% | 15.16%-19.7pp | -21.93%+17.4pp | 20.14%-24.7pp |
| Employer contribution / active EE | $601 | $679-11.6% | $1,206-50.2% | $2,281-73.7% |
| Participant deferral / active EE | $801 | $1,185-32.4% | $1,897-57.8% | $3,203-75.0% |
| Admin fee / account holder | $4,921 | $2,608+88.7% | $2,697+82.5% | $4,296+14.6% |