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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 | $39,747 | $72,177-44.9% | $115,038-65.4% | $59,633-33.3% |
| Participation rate | 61.7% | 72.6%-10.8pp | 81.4%-19.7pp | 68.7%-7.0pp |
| Annual return | -2.42% | 12.02%-14.4pp | 26.14%-28.6pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $987 | $2,841-65.3% | $4,608-78.6% | $2,203-55.2% |
| Participant deferral / active EE | $3,909 | $4,783-18.3% | $6,026-35.1% | $3,192+22.5% |
| Admin fee / account holder | $1,988 | $4,927-59.7% | $8,175-75.7% | $4,297-53.7% |