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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 | $31,688 | $69,518-54.4% | $59,883-47.1% | $135,382-76.6% |
| Participation rate | 16.7% | 77.8%-61.2pp | 74.7%-58.0pp | 82.6%-66.0pp |
| Annual return | -11.91% | 7.95%-19.9pp | 3.46%-15.4pp | 519.77%-531.7pp |
| Employer contribution / active EE | $625 | $3,235-80.7% | $2,722-77.0% | $4,779-86.9% |
| Participant deferral / active EE | $2,128 | $4,204-49.4% | $3,402-37.4% | $5,609-62.1% |
| Admin fee / account holder | $4,780 | $5,734-16.6% | $3,591+33.1% | $10,829-55.9% |