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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 | $30,571 | $40,263-24.1% | $57,347-46.7% | $59,632-48.7% |
| Participation rate | 48.3% | 69.2%-20.8pp | 75.1%-26.8pp | 68.7%-20.3pp |
| Annual return | -2.50% | 27.50%-30.0pp | 24.40%-26.9pp | 2041.32%-2043.8pp |
| Employer contribution / active EE | $1,166 | $1,922-39.3% | $2,689-56.6% | $2,203-47.0% |
| Participant deferral / active EE | $2,066 | $2,400-13.9% | $3,162-34.7% | $3,192-35.3% |
| Admin fee / account holder | $2,638 | $2,819-6.4% | $3,356-21.4% | $4,297-38.6% |