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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 | $32,702 | $52,519-37.7% | $155,789-79.0% | $59,633-45.2% |
| Participation rate | 28.2% | 61.7%-33.5pp | 76.1%-47.9pp | 68.7%-40.5pp |
| Annual return | -3.21% | 53.51%-56.7pp | 71.54%-74.7pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $497 | $1,589-68.7% | $3,839-87.1% | $2,203-77.5% |
| Participant deferral / active EE | $1,065 | $3,084-65.5% | $4,798-77.8% | $3,192-66.6% |
| Admin fee / account holder | $616 | $3,540-82.6% | $7,477-91.8% | $4,297-85.7% |