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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 | $31,829 | $54,380-41.5% | $68,509-53.5% | $59,633-46.6% |
| Participation rate | 65.5% | 70.2%-4.7pp | 74.7%-9.2pp | 68.7%-3.2pp |
| Annual return | -5.41% | 2.83%-8.2pp | 8.27%-13.7pp | 2041.45%-2046.9pp |
| Employer contribution / active EE | $475 | $1,539-69.1% | $2,278-79.2% | $2,203-78.4% |
| Participant deferral / active EE | $1,638 | $2,643-38.0% | $3,382-51.6% | $3,192-48.7% |
| Admin fee / account holder | $1,223 | $3,885-68.5% | $5,275-76.8% | $4,297-71.5% |