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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 | $32,791 | $54,380-39.7% | $68,509-52.1% | $59,633-45.0% |
| Participation rate | 42.3% | 70.2%-27.9pp | 74.7%-32.4pp | 68.7%-26.4pp |
| Annual return | -4.71% | 2.83%-7.5pp | 8.27%-13.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $563 | $1,539-63.4% | $2,278-75.3% | $2,203-74.4% |
| Participant deferral / active EE | $1,127 | $2,643-57.4% | $3,382-66.7% | $3,192-64.7% |
| Admin fee / account holder | $442 | $3,885-88.6% | $5,275-91.6% | $4,297-89.7% |