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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 | $33,404 | $75,832-55.9% | $147,617-77.4% | $59,633-44.0% |
| Participation rate | 29.0% | 71.6%-42.5pp | 84.6%-55.6pp | 68.7%-39.6pp |
| Annual return | -4.08% | 0.37%-4.4pp | 61.98%-66.1pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $607 | $3,485-82.6% | $5,564-89.1% | $2,203-72.4% |
| Participant deferral / active EE | $3,114 | $3,131-0.5% | $4,895-36.4% | $3,192-2.4% |
| Admin fee / account holder | $6,851 | $5,986+14.5% | $11,612-41.0% | $4,297+59.4% |