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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 | $34,125 | $72,177-52.7% | $115,038-70.3% | $59,633-42.8% |
| Participation rate | 62.2% | 72.6%-10.3pp | 81.4%-19.1pp | 68.7%-6.4pp |
| Annual return | -2.72% | 12.02%-14.7pp | 26.14%-28.9pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $2,315 | $2,841-18.5% | $4,608-49.8% | $2,203+5.1% |
| Participant deferral / active EE | $5,659 | $4,783+18.3% | $6,026-6.1% | $3,192+77.3% |
| Admin fee / account holder | $3,157 | $4,927-35.9% | $8,175-61.4% | $4,297-26.5% |