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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 | $33,887 | $54,380-37.7% | $68,509-50.5% | $59,633-43.2% |
| Participation rate | 56.0% | 70.2%-14.2pp | 74.7%-18.7pp | 68.7%-12.7pp |
| Annual return | -3.43% | 2.83%-6.3pp | 8.27%-11.7pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,304 | $1,539-15.2% | $2,278-42.7% | $2,203-40.8% |
| Participant deferral / active EE | $2,483 | $2,643-6.1% | $3,382-26.6% | $3,192-22.2% |
| Admin fee / account holder | $498 | $3,885-87.2% | $5,275-90.6% | $4,297-88.4% |