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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 | $48,994 | $52,911-7.4% | $73,309-33.2% | $59,633-17.8% |
| Participation rate | 32.0% | 68.2%-36.2pp | 74.9%-42.9pp | 68.7%-36.7pp |
| Annual return | -4.81% | 12.20%-17.0pp | 5.67%-10.5pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $1,556 | $1,909-18.5% | $3,237-51.9% | $2,203-29.4% |
| Participant deferral / active EE | $2,866 | $4,069-29.6% | $4,991-42.6% | $3,192-10.2% |
| Admin fee / account holder | $25,612 | $3,835+567.9% | $5,635+354.5% | $4,297+496.1% |