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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 | $34,620 | $52,678-34.3% | $75,784-54.3% | $59,633-41.9% |
| Participation rate | 40.6% | 67.2%-26.6pp | 75.8%-35.2pp | 68.7%-28.0pp |
| Annual return | -3.92% | 2.95%-6.9pp | 9.68%-13.6pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $717 | $2,193-67.3% | $3,323-78.4% | $2,203-67.5% |
| Participant deferral / active EE | $1,955 | $2,591-24.5% | $3,652-46.5% | $3,192-38.8% |
| Admin fee / account holder | $1,176 | $3,610-67.4% | $5,300-77.8% | $4,297-72.6% |