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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 | $29,083 | $52,678-44.8% | $75,784-61.6% | $59,633-51.2% |
| Participation rate | 57.4% | 67.2%-9.8pp | 75.8%-18.4pp | 68.7%-11.3pp |
| Annual return | -4.23% | 2.95%-7.2pp | 9.68%-13.9pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $1,132 | $2,193-48.4% | $3,323-65.9% | $2,203-48.6% |
| Participant deferral / active EE | $2,106 | $2,591-18.7% | $3,652-42.3% | $3,192-34.0% |
| Admin fee / account holder | $3,315 | $3,610-8.2% | $5,300-37.5% | $4,297-22.9% |