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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 | $31,259 | $77,638-59.7% | $156,551-80.0% | $62,881-50.3% |
| Participation rate | 26.9% | 71.2%-44.3pp | 84.0%-57.1pp | 69.3%-42.4pp |
| Annual return | -1.41% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $810 | $3,444-76.5% | $5,501-85.3% | $2,281-64.5% |
| Participant deferral / active EE | $1,206 | $3,046-60.4% | $4,871-75.2% | $3,203-62.4% |
| Admin fee / account holder | $1,268 | $5,561-77.2% | $13,028-90.3% | $4,296-70.5% |