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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 | $36,237 | $86,701-58.2% | $73,309-50.6% | $125,389-71.1% |
| Participation rate | 53.3% | 78.6%-25.3pp | 74.9%-21.6pp | 83.2%-29.9pp |
| Annual return | -4.42% | 2.78%-7.2pp | 5.67%-10.1pp | 282.24%-286.7pp |
| Employer contribution / active EE | $878 | $4,152-78.8% | $3,237-72.9% | $4,866-82.0% |
| Participant deferral / active EE | $3,002 | $5,549-45.9% | $4,991-39.9% | $5,352-43.9% |
| Admin fee / account holder | $585 | $7,768-92.5% | $5,635-89.6% | $9,541-93.9% |