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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 | $32,959 | $58,888-44.0% | $178,499-81.5% | $73,493-55.2% |
| Participation rate | 43.8% | 66.2%-22.5pp | 81.9%-38.2pp | 70.7%-26.9pp |
| Annual return | -6.62% | 24.86%-31.5pp | 151.10%-157.7pp | 28.51%-35.1pp |
| Employer contribution / active EE | $523 | $2,236-76.6% | $5,011-89.6% | $2,270-77.0% |
| Participant deferral / active EE | $1,109 | $2,568-56.8% | $5,202-78.7% | $3,740-70.3% |
| Admin fee / account holder | $1,190 | $400+197.1% | $13,986-91.5% | $513+131.8% |