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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 | $31,821 | $54,380-41.5% | $68,509-53.6% | $59,633-46.6% |
| Participation rate | 67.5% | 70.2%-2.7pp | 74.7%-7.2pp | 68.7%-1.1pp |
| Annual return | -4.75% | 2.83%-7.6pp | 8.27%-13.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $436 | $1,539-71.7% | $2,278-80.9% | $2,203-80.2% |
| Participant deferral / active EE | $2,401 | $2,643-9.2% | $3,382-29.0% | $3,192-24.8% |
| Admin fee / account holder | $551 | $3,885-85.8% | $5,275-89.5% | $4,297-87.2% |