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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 | $39,275 | $54,380-27.8% | $68,509-42.7% | $59,633-34.1% |
| Participation rate | 23.0% | 70.2%-47.2pp | 74.7%-51.8pp | 68.7%-45.7pp |
| Annual return | -5.05% | 2.83%-7.9pp | 8.27%-13.3pp | 2041.40%-2046.5pp |
| Employer contribution / active EE | $437 | $1,539-71.6% | $2,278-80.8% | $2,203-80.2% |
| Participant deferral / active EE | $1,175 | $2,643-55.5% | $3,382-65.3% | $3,192-63.2% |
| Admin fee / account holder | $12,375 | $3,885+218.5% | $5,275+134.6% | $4,297+188.0% |