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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 | $31,192 | $52,678-40.8% | $75,784-58.8% | $59,633-47.7% |
| Participation rate | 36.7% | 67.2%-30.6pp | 75.8%-39.2pp | 68.7%-32.0pp |
| Annual return | -4.00% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.45%-2045.4pp |
| Employer contribution / active EE | $1,431 | $2,193-34.8% | $3,323-56.9% | $2,203-35.0% |
| Participant deferral / active EE | $2,298 | $2,591-11.3% | $3,652-37.1% | $3,192-28.0% |
| Admin fee / account holder | $1,034 | $3,610-71.4% | $5,300-80.5% | $4,297-75.9% |