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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 | $29,158 | $56,484-48.4% | $169,452-82.8% | $64,173-54.6% |
| Participation rate | 34.6% | 64.5%-29.9pp | 77.8%-43.2pp | 69.6%-35.0pp |
| Annual return | -10.69% | -1.55%-9.1pp | 1.83%-12.5pp | 7.63%-18.3pp |
| Employer contribution / active EE | $736 | $1,832-59.8% | $4,157-82.3% | $2,381-69.1% |
| Participant deferral / active EE | $2,726 | $3,448-20.9% | $5,277-48.3% | $3,470-21.4% |
| Admin fee / account holder | $707 | $4,174-83.1% | $9,110-92.2% | $4,887-85.5% |