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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 | $42,206 | $65,082-35.2% | $81,367-48.1% | $59,633-29.2% |
| Participation rate | 55.1% | 76.0%-20.9pp | 82.3%-27.2pp | 68.7%-13.6pp |
| Annual return | -3.37% | 1.16%-4.5pp | -0.92%-2.5pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $1,206 | $2,934-58.9% | $3,930-69.3% | $2,203-45.3% |
| Participant deferral / active EE | $1,694 | $4,083-58.5% | $5,383-68.5% | $3,192-46.9% |
| Admin fee / account holder | $1,056 | $7,582-86.1% | $8,926-88.2% | $4,297-75.4% |