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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 | $35,793 | $71,197-49.7% | $93,669-61.8% | $80,925-55.8% |
| Participation rate | 29.5% | 60.4%-30.8pp | 68.7%-39.2pp | 67.7%-38.1pp |
| Annual return | -4.40% | 11.27%-15.7pp | 133.59%-138.0pp | 35.65%-40.0pp |
| Employer contribution / active EE | $1,192 | $1,565-23.8% | $2,424-50.8% | $2,756-56.8% |
| Participant deferral / active EE | $3,113 | $4,036-22.9% | $4,416-29.5% | $4,299-27.6% |
| Admin fee / account holder | $11,381 | $6,959+63.5% | $8,291+37.3% | $6,940+64.0% |