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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 | $33,749 | $39,162-13.8% | $100,671-66.5% | $59,633-43.4% |
| Participation rate | 30.3% | 55.9%-25.6pp | 70.7%-40.4pp | 68.7%-38.4pp |
| Annual return | -6.45% | 21.07%-27.5pp | 20.43%-26.9pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $0 | $1,151-100.0% | $4,012-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,905 | $1,992-4.4% | $3,144-39.4% | $3,192-40.3% |
| Admin fee / account holder | $3,801 | $2,969+28.0% | $4,850-21.6% | $4,297-11.5% |