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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 | $34,089 | $45,872-25.7% | $77,100-55.8% | $68,490-50.2% |
| Participation rate | 26.9% | 55.9%-29.0pp | 67.9%-41.0pp | 67.9%-41.0pp |
| Annual return | -22.80% | 1.73%-24.5pp | 42.35%-65.2pp | -7.85%-14.9pp |
| Employer contribution / active EE | $850 | $1,650-48.5% | $2,815-69.8% | $2,597-67.3% |
| Participant deferral / active EE | $2,765 | $2,963-6.7% | $4,430-37.6% | $4,028-31.4% |
| Admin fee / account holder | $406 | $3,041-86.7% | $5,443-92.5% | $5,403-92.5% |