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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 | $32,182 | $52,519-38.7% | $155,789-79.3% | $59,633-46.0% |
| Participation rate | 49.3% | 61.7%-12.4pp | 76.1%-26.8pp | 68.7%-19.4pp |
| Annual return | -2.72% | 53.51%-56.2pp | 71.54%-74.3pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $1,352 | $1,589-14.9% | $3,839-64.8% | $2,203-38.6% |
| Participant deferral / active EE | $2,204 | $3,084-28.6% | $4,798-54.1% | $3,192-31.0% |
| Admin fee / account holder | $4,030 | $3,540+13.8% | $7,477-46.1% | $4,297-6.2% |