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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 | $35,044 | $62,583-44.0% | $76,767-54.4% | $64,173-45.4% |
| Participation rate | 44.8% | 72.8%-28.0pp | 77.0%-32.1pp | 69.6%-24.7pp |
| Annual return | -8.86% | -1.95%-6.9pp | 2.43%-11.3pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,237 | $1,832-32.5% | $2,485-50.2% | $2,381-48.1% |
| Participant deferral / active EE | $2,589 | $3,145-17.7% | $3,852-32.8% | $3,470-25.4% |
| Admin fee / account holder | $3,597 | $4,667-22.9% | $6,675-46.1% | $4,887-26.4% |