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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 | $38,019 | $54,380-30.1% | $68,509-44.5% | $59,633-36.2% |
| Participation rate | 31.7% | 70.2%-38.5pp | 74.7%-43.1pp | 68.7%-37.0pp |
| Annual return | -2.94% | 2.83%-5.8pp | 8.27%-11.2pp | 2041.45%-2044.4pp |
| Employer contribution / active EE | $448 | $1,539-70.9% | $2,278-80.3% | $2,203-79.6% |
| Participant deferral / active EE | $1,555 | $2,643-41.2% | $3,382-54.0% | $3,192-51.3% |
| Admin fee / account holder | $4,836 | $3,885+24.5% | $5,275-8.3% | $4,297+12.5% |