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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 | $38,037 | $52,519-27.6% | $155,789-75.6% | $59,633-36.2% |
| Participation rate | 30.6% | 61.7%-31.2pp | 76.1%-45.5pp | 68.7%-38.1pp |
| Annual return | -3.48% | 53.51%-57.0pp | 71.54%-75.0pp | 2041.40%-2044.9pp |
| Employer contribution / active EE | $603 | $1,589-62.1% | $3,839-84.3% | $2,203-72.6% |
| Participant deferral / active EE | $1,363 | $3,084-55.8% | $4,798-71.6% | $3,192-57.3% |
| Admin fee / account holder | $1,383 | $3,540-60.9% | $7,477-81.5% | $4,297-67.8% |