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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 | $30,523 | $52,519-41.9% | $155,789-80.4% | $59,633-48.8% |
| Participation rate | 34.4% | 61.7%-27.3pp | 76.1%-41.7pp | 68.7%-34.3pp |
| Annual return | -5.80% | 53.51%-59.3pp | 71.54%-77.3pp | 2041.45%-2047.3pp |
| Employer contribution / active EE | $709 | $1,589-55.4% | $3,839-81.5% | $2,203-67.8% |
| Participant deferral / active EE | $1,358 | $3,084-56.0% | $4,798-71.7% | $3,192-57.4% |
| Admin fee / account holder | $493 | $3,540-86.1% | $7,477-93.4% | $4,297-88.5% |