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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 | $28,761 | $140,578-79.5% | $100,671-71.4% | $125,389-77.1% |
| Participation rate | 38.5% | 80.4%-41.9pp | 70.7%-32.3pp | 83.2%-44.7pp |
| Annual return | -4.93% | 24.67%-29.6pp | 20.43%-25.4pp | 282.24%-287.2pp |
| Employer contribution / active EE | $490 | $5,965-91.8% | $4,012-87.8% | $4,866-89.9% |
| Participant deferral / active EE | $1,016 | $3,981-74.5% | $3,144-67.7% | $5,352-81.0% |
| Admin fee / account holder | $774 | $6,716-88.5% | $4,850-84.0% | $9,541-91.9% |