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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 | $36,522 | $52,678-30.7% | $75,784-51.8% | $59,633-38.8% |
| Participation rate | 39.5% | 67.2%-27.8pp | 75.8%-36.3pp | 68.7%-29.2pp |
| Annual return | -4.62% | 2.95%-7.6pp | 9.68%-14.3pp | 2041.45%-2046.1pp |
| Employer contribution / active EE | $458 | $2,193-79.1% | $3,323-86.2% | $2,203-79.2% |
| Participant deferral / active EE | $1,494 | $2,591-42.3% | $3,652-59.1% | $3,192-53.2% |
| Admin fee / account holder | $1,780 | $3,610-50.7% | $5,300-66.4% | $4,297-58.6% |