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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 | $35,632 | $52,678-32.4% | $75,784-53.0% | $59,633-40.2% |
| Participation rate | 46.5% | 67.2%-20.7pp | 75.8%-29.3pp | 68.7%-22.2pp |
| Annual return | -7.40% | 2.95%-10.4pp | 9.68%-17.1pp | 2041.45%-2048.8pp |
| Employer contribution / active EE | $852 | $2,193-61.2% | $3,323-74.4% | $2,203-61.3% |
| Participant deferral / active EE | $2,111 | $2,591-18.5% | $3,652-42.2% | $3,192-33.8% |
| Admin fee / account holder | $3,626 | $3,610+0.5% | $5,300-31.6% | $4,297-15.6% |