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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 | $33,193 | $87,166-61.9% | $76,735-56.7% | $137,256-75.8% |
| Participation rate | 41.7% | 74.4%-32.7pp | 69.5%-27.8pp | 80.0%-38.3pp |
| Annual return | -6.54% | 26.50%-33.0pp | 29.77%-36.3pp | 220.34%-226.9pp |
| Employer contribution / active EE | $1,069 | $2,904-63.2% | $2,454-56.4% | $4,156-74.3% |
| Participant deferral / active EE | $1,379 | $4,726-70.8% | $4,088-66.3% | $6,407-78.5% |
| Admin fee / account holder | $5,871 | $8,403-30.1% | $7,189-18.3% | $12,270-52.2% |