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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 | $34,117 | $69,518-50.9% | $59,883-43.0% | $135,382-74.8% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.7%-27.6pp | 82.6%-35.6pp |
| Annual return | -9.66% | 7.95%-17.6pp | 3.46%-13.1pp | 519.77%-529.4pp |
| Employer contribution / active EE | $1,162 | $3,235-64.1% | $2,722-57.3% | $4,779-75.7% |
| Participant deferral / active EE | $1,885 | $4,204-55.2% | $3,402-44.6% | $5,609-66.4% |
| Admin fee / account holder | $1,250 | $5,734-78.2% | $3,591-65.2% | $10,829-88.5% |