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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 | $31,716 | $52,678-39.8% | $75,784-58.2% | $59,633-46.8% |
| Participation rate | 38.5% | 67.2%-28.8pp | 75.8%-37.4pp | 68.7%-30.2pp |
| Annual return | -3.80% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $1,208 | $2,193-44.9% | $3,323-63.6% | $2,203-45.1% |
| Participant deferral / active EE | $1,746 | $2,591-32.6% | $3,652-52.2% | $3,192-45.3% |
| Admin fee / account holder | $1,011 | $3,610-72.0% | $5,300-80.9% | $4,297-76.5% |