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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 | $31,924 | $77,638-58.9% | $156,551-79.6% | $62,881-49.2% |
| Participation rate | 54.3% | 71.2%-16.9pp | 84.0%-29.7pp | 69.3%-15.0pp |
| Annual return | -0.40% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $610 | $3,444-82.3% | $5,501-88.9% | $2,281-73.3% |
| Participant deferral / active EE | $1,848 | $3,046-39.3% | $4,871-62.1% | $3,203-42.3% |
| Admin fee / account holder | $732 | $5,561-86.8% | $13,028-94.4% | $4,296-83.0% |