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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 | $33,221 | $110,379-69.9% | $102,412-67.6% | $145,884-77.2% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | -3.05% | 24.84%-27.9pp | 24.94%-28.0pp | 551.85%-554.9pp |
| Employer contribution / active EE | $943 | $4,216-77.6% | $3,870-75.6% | $4,662-79.8% |
| Participant deferral / active EE | $1,727 | $5,622-69.3% | $5,060-65.9% | $6,690-74.2% |
| Admin fee / account holder | $10,126 | $9,745+3.9% | $8,388+20.7% | $13,392-24.4% |