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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 | $35,272 | $82,028-57.0% | $123,105-71.3% | $59,633-40.9% |
| Participation rate | 69.5% | 83.2%-13.7pp | 86.8%-17.3pp | 68.7%+0.8pp |
| Annual return | -3.00% | 5.12%-8.1pp | 13.22%-16.2pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,938 | $3,297-41.2% | $5,151-62.4% | $2,203-12.0% |
| Participant deferral / active EE | $3,522 | $4,667-24.5% | $6,229-43.5% | $3,192+10.3% |
| Admin fee / account holder | $1,258 | $5,879-78.6% | $9,014-86.0% | $4,297-70.7% |