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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 | $34,830 | $45,283-23.1% | $155,789-77.6% | $52,331-33.4% |
| Participation rate | 58.2% | 62.2%-4.0pp | 76.1%-17.9pp | 68.1%-9.9pp |
| Annual return | -4.61% | 1.80%-6.4pp | 71.54%-76.1pp | 4.54%-9.1pp |
| Employer contribution / active EE | $1,120 | $1,329-15.7% | $3,839-70.8% | $1,882-40.5% |
| Participant deferral / active EE | $2,585 | $2,854-9.4% | $4,798-46.1% | $3,022-14.5% |
| Admin fee / account holder | $2,171 | $981+121.3% | $7,477-71.0% | $592+266.9% |