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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 | $38,616 | $52,911-27.0% | $73,309-47.3% | $59,633-35.2% |
| Participation rate | 49.4% | 68.2%-18.8pp | 74.9%-25.5pp | 68.7%-19.3pp |
| Annual return | -2.69% | 12.20%-14.9pp | 5.67%-8.4pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,923 | $1,909+0.7% | $3,237-40.6% | $2,203-12.7% |
| Participant deferral / active EE | $3,101 | $4,069-23.8% | $4,991-37.9% | $3,192-2.9% |
| Admin fee / account holder | $2,527 | $3,835-34.1% | $5,635-55.2% | $4,297-41.2% |