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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 | $33,989 | $52,678-35.5% | $75,784-55.2% | $59,633-43.0% |
| Participation rate | 31.9% | 67.2%-35.3pp | 75.8%-43.9pp | 68.7%-36.8pp |
| Annual return | -5.63% | 2.95%-8.6pp | 9.68%-15.3pp | 2041.45%-2047.1pp |
| Employer contribution / active EE | $1,421 | $2,193-35.2% | $3,323-57.3% | $2,203-35.5% |
| Participant deferral / active EE | $3,576 | $2,591+38.0% | $3,652-2.1% | $3,192+12.0% |
| Admin fee / account holder | $307 | $3,610-91.5% | $5,300-94.2% | $4,297-92.9% |