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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 | $32,433 | $65,703-50.6% | $94,228-65.6% | $59,633-45.6% |
| Participation rate | 61.5% | 72.1%-10.6pp | 78.8%-17.2pp | 68.7%-7.1pp |
| Annual return | -3.11% | 5.22%-8.3pp | 10.68%-13.8pp | 2041.40%-2044.5pp |
| Employer contribution / active EE | $772 | $2,021-61.8% | $3,587-78.5% | $2,203-65.0% |
| Participant deferral / active EE | $1,814 | $3,143-42.3% | $4,320-58.0% | $3,192-43.2% |
| Admin fee / account holder | $2,613 | $4,264-38.7% | $6,269-58.3% | $4,297-39.2% |