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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 | $26,162 | $32,037-18.3% | $69,182-62.2% | $62,881-58.4% |
| Participation rate | 34.6% | 43.4%-8.8pp | 55.1%-20.5pp | 69.3%-34.7pp |
| Annual return | 4.03% | 15.16%-11.1pp | -21.93%+26.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $392 | $679-42.3% | $1,206-67.5% | $2,281-82.8% |
| Participant deferral / active EE | $1,171 | $1,185-1.2% | $1,897-38.3% | $3,203-63.4% |
| Admin fee / account holder | $1,740 | $2,608-33.3% | $2,697-35.5% | $4,296-59.5% |