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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 | $35,744 | $54,380-34.3% | $68,509-47.8% | $59,633-40.1% |
| Participation rate | 56.3% | 70.2%-13.9pp | 74.7%-18.5pp | 68.7%-12.4pp |
| Annual return | -3.69% | 2.83%-6.5pp | 8.27%-12.0pp | 2041.40%-2045.1pp |
| Employer contribution / active EE | $1,048 | $1,539-31.9% | $2,278-54.0% | $2,203-52.4% |
| Participant deferral / active EE | $1,674 | $2,643-36.7% | $3,382-50.5% | $3,192-47.5% |
| Admin fee / account holder | $308 | $3,885-92.1% | $5,275-94.2% | $4,297-92.8% |