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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 | $41,411 | $39,162+5.7% | $100,671-58.9% | $59,633-30.6% |
| Participation rate | 15.7% | 55.9%-40.1pp | 70.7%-55.0pp | 68.7%-53.0pp |
| Annual return | -3.27% | 21.07%-24.3pp | 20.43%-23.7pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $481 | $1,151-58.2% | $4,012-88.0% | $2,203-78.1% |
| Participant deferral / active EE | $817 | $1,992-59.0% | $3,144-74.0% | $3,192-74.4% |
| Admin fee / account holder | $2,853 | $2,969-3.9% | $4,850-41.2% | $4,297-33.6% |