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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 | $35,431 | $158,817-77.7% | $121,205-70.8% | $135,377-73.8% |
| Participation rate | 41.7% | 79.3%-37.6pp | 71.8%-30.1pp | 82.6%-41.0pp |
| Annual return | -10.06% | -0.64%-9.4pp | 16.93%-27.0pp | 519.75%-529.8pp |
| Employer contribution / active EE | $789 | $5,665-86.1% | $4,022-80.4% | $4,779-83.5% |
| Participant deferral / active EE | $3,088 | $4,005-22.9% | $3,345-7.7% | $5,609-44.9% |
| Admin fee / account holder | $606 | $6,512-90.7% | $5,020-87.9% | $10,828-94.4% |