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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 | $41,455 | $75,832-45.3% | $147,617-71.9% | $59,633-30.5% |
| Participation rate | 33.3% | 71.6%-38.2pp | 84.6%-51.3pp | 68.7%-35.3pp |
| Annual return | -3.53% | 0.37%-3.9pp | 61.98%-65.5pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $738 | $3,485-78.8% | $5,564-86.7% | $2,203-66.5% |
| Participant deferral / active EE | $1,510 | $3,131-51.8% | $4,895-69.1% | $3,192-52.7% |
| Admin fee / account holder | $1,161 | $5,986-80.6% | $11,612-90.0% | $4,297-73.0% |