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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 | $38,528 | $72,177-46.6% | $115,038-66.5% | $59,633-35.4% |
| Participation rate | 41.0% | 72.6%-31.5pp | 81.4%-40.3pp | 68.7%-27.6pp |
| Annual return | -4.51% | 12.02%-16.5pp | 26.14%-30.7pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $635 | $2,841-77.6% | $4,608-86.2% | $2,203-71.2% |
| Participant deferral / active EE | $2,039 | $4,783-57.4% | $6,026-66.2% | $3,192-36.1% |
| Admin fee / account holder | $451 | $4,927-90.9% | $8,175-94.5% | $4,297-89.5% |