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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 | $32,847 | $56,894-42.3% | $84,753-61.2% | $62,881-47.8% |
| Participation rate | 36.8% | 68.5%-31.7pp | 76.6%-39.8pp | 69.3%-32.5pp |
| Annual return | -10.69% | 6.30%-17.0pp | 22.78%-33.5pp | 20.14%-30.8pp |
| Employer contribution / active EE | $970 | $2,400-59.6% | $3,574-72.9% | $2,281-57.5% |
| Participant deferral / active EE | $3,999 | $2,709+47.6% | $3,712+7.7% | $3,203+24.9% |
| Admin fee / account holder | $2,077 | $3,581-42.0% | $5,333-61.0% | $4,296-51.6% |