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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 | $49,009 | $45,438+7.9% | $80,004-38.7% | $59,633-17.8% |
| Participation rate | 30.4% | 63.7%-33.3pp | 73.0%-42.6pp | 68.7%-38.2pp |
| Annual return | -2.77% | 5.10%-7.9pp | 7.63%-10.4pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $490 | $1,236-60.3% | $2,473-80.2% | $2,203-77.7% |
| Participant deferral / active EE | $1,407 | $2,231-36.9% | $3,204-56.1% | $3,192-55.9% |
| Admin fee / account holder | $755 | $3,464-78.2% | $5,033-85.0% | $4,297-82.4% |