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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 | $33,445 | $52,678-36.5% | $75,784-55.9% | $59,633-43.9% |
| Participation rate | 30.1% | 67.2%-37.1pp | 75.8%-45.7pp | 68.7%-38.5pp |
| Annual return | -3.89% | 2.95%-6.8pp | 9.68%-13.6pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $830 | $2,193-62.1% | $3,323-75.0% | $2,203-62.3% |
| Participant deferral / active EE | $1,265 | $2,591-51.2% | $3,652-65.4% | $3,192-60.4% |
| Admin fee / account holder | $8,317 | $3,610+130.4% | $5,300+56.9% | $4,297+93.5% |