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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 | $32,077 | $59,332-45.9% | $90,223-64.4% | $59,633-46.2% |
| Participation rate | 40.0% | 71.9%-31.9pp | 79.0%-39.0pp | 68.7%-28.7pp |
| Annual return | -5.19% | 3.25%-8.4pp | 1.31%-6.5pp | 2041.40%-2046.6pp |
| Employer contribution / active EE | $1,297 | $3,031-57.2% | $4,378-70.4% | $2,203-41.1% |
| Participant deferral / active EE | $1,680 | $4,369-61.5% | $5,792-71.0% | $3,192-47.4% |
| Admin fee / account holder | $11,244 | $5,032+123.4% | $7,406+51.8% | $4,297+161.7% |