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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 | $35,329 | $50,958-30.7% | $74,552-52.6% | $64,181-45.0% |
| Participation rate | 30.3% | 61.1%-30.8pp | 69.1%-38.8pp | 69.6%-39.3pp |
| Annual return | -11.89% | -1.86%-10.0pp | 32.53%-44.4pp | 7.63%-19.5pp |
| Employer contribution / active EE | $736 | $1,115-34.0% | $1,961-62.4% | $2,381-69.1% |
| Participant deferral / active EE | $2,434 | $2,301+5.8% | $3,108-21.7% | $3,470-29.9% |
| Admin fee / account holder | $2,713 | $4,223-35.8% | $5,060-46.4% | $4,887-44.5% |