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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 | $37,059 | $32,037+15.7% | $69,182-46.4% | $62,881-41.1% |
| Participation rate | 18.9% | 43.4%-24.5pp | 55.1%-36.2pp | 69.3%-50.4pp |
| Annual return | 1.89% | 15.16%-13.3pp | -21.93%+23.8pp | 20.14%-18.3pp |
| Employer contribution / active EE | $131 | $679-80.8% | $1,206-89.2% | $2,281-94.3% |
| Participant deferral / active EE | $522 | $1,185-56.0% | $1,897-72.5% | $3,203-83.7% |
| Admin fee / account holder | $3,056 | $2,608+17.2% | $2,697+13.3% | $4,296-28.9% |