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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 | $31,682 | $52,519-39.7% | $155,789-79.7% | $59,633-46.9% |
| Participation rate | 42.6% | 61.7%-19.2pp | 76.1%-33.5pp | 68.7%-26.1pp |
| Annual return | -3.44% | 53.51%-57.0pp | 71.54%-75.0pp | 2041.40%-2044.8pp |
| Employer contribution / active EE | $1,289 | $1,589-18.9% | $3,839-66.4% | $2,203-41.5% |
| Participant deferral / active EE | $1,747 | $3,084-43.4% | $4,798-63.6% | $3,192-45.3% |
| Admin fee / account holder | $5,526 | $3,540+56.1% | $7,477-26.1% | $4,297+28.6% |