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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 | $32,687 | $72,177-54.7% | $115,037-71.6% | $59,633-45.2% |
| Participation rate | 40.4% | 72.6%-32.2pp | 81.4%-41.0pp | 68.7%-28.3pp |
| Annual return | -4.71% | 12.02%-16.7pp | 26.14%-30.9pp | 2041.40%-2046.1pp |
| Employer contribution / active EE | $708 | $2,841-75.1% | $4,608-84.6% | $2,203-67.9% |
| Participant deferral / active EE | $3,198 | $4,783-33.1% | $6,026-46.9% | $3,192+0.2% |
| Admin fee / account holder | $9,888 | $4,927+100.7% | $8,175+21.0% | $4,297+130.1% |