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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 | $36,153 | $103,949-65.2% | $69,182-47.7% | $273,972-86.8% |
| Participation rate | 20.0% | 67.4%-47.4pp | 55.1%-35.1pp | 83.0%-63.0pp |
| Annual return | -3.96% | 35.28%-39.2pp | -21.93%+18.0pp | 41.46%-45.4pp |
| Employer contribution / active EE | $1,148 | $1,783-35.6% | $1,206-4.8% | $4,869-76.4% |
| Participant deferral / active EE | $2,307 | $2,716-15.1% | $1,897+21.6% | $5,287-56.4% |
| Admin fee / account holder | $603 | $3,671-83.6% | $2,697-77.6% | $10,133-94.0% |