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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 | $38,010 | $37,134+2.4% | $100,671-62.2% | $52,331-27.4% |
| Participation rate | 50.0% | 57.7%-7.7pp | 70.7%-20.7pp | 68.1%-18.1pp |
| Annual return | -2.82% | 0.10%-2.9pp | 20.43%-23.2pp | 4.54%-7.4pp |
| Employer contribution / active EE | $243 | $1,187-79.5% | $4,012-93.9% | $1,882-87.1% |
| Participant deferral / active EE | $1,183 | $2,163-45.3% | $3,144-62.4% | $3,022-60.9% |
| Admin fee / account holder | $4,283 | $467+817.2% | $4,850-11.7% | $592+623.9% |