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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 | $37,709 | $52,678-28.4% | $75,784-50.2% | $59,633-36.8% |
| Participation rate | 48.1% | 67.2%-19.1pp | 75.8%-27.7pp | 68.7%-20.5pp |
| Annual return | -3.80% | 2.95%-6.8pp | 9.68%-13.5pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $931 | $2,193-57.5% | $3,323-72.0% | $2,203-57.7% |
| Participant deferral / active EE | $2,268 | $2,591-12.4% | $3,652-37.9% | $3,192-28.9% |
| Admin fee / account holder | $542 | $3,610-85.0% | $5,300-89.8% | $4,297-87.4% |