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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 | $32,809 | $77,638-57.7% | $156,551-79.0% | $62,881-47.8% |
| Participation rate | 39.1% | 71.2%-32.1pp | 84.0%-45.0pp | 69.3%-30.2pp |
| Annual return | -1.76% | 50.33%-52.1pp | 32.23%-34.0pp | 20.14%-21.9pp |
| Employer contribution / active EE | $474 | $3,444-86.2% | $5,501-91.4% | $2,281-79.2% |
| Participant deferral / active EE | $1,281 | $3,046-57.9% | $4,871-73.7% | $3,203-60.0% |
| Admin fee / account holder | $1,839 | $5,561-66.9% | $13,028-85.9% | $4,296-57.2% |