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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 | $35,257 | $65,704-46.3% | $94,229-62.6% | $59,633-40.9% |
| Participation rate | 54.3% | 72.1%-17.8pp | 78.8%-24.4pp | 68.7%-14.3pp |
| Annual return | -2.65% | 5.22%-7.9pp | 10.68%-13.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $833 | $2,021-58.8% | $3,587-76.8% | $2,203-62.2% |
| Participant deferral / active EE | $3,121 | $3,143-0.7% | $4,320-27.8% | $3,192-2.2% |
| Admin fee / account holder | $1,097 | $4,265-74.3% | $6,269-82.5% | $4,297-74.5% |