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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 | $20,854 | $81,840-74.5% | $63,412-67.1% | $125,389-83.4% |
| Participation rate | 56.3% | 73.0%-16.8pp | 67.1%-10.9pp | 83.2%-26.9pp |
| Annual return | -4.04% | -0.10%-3.9pp | 4.04%-8.1pp | 282.24%-286.3pp |
| Employer contribution / active EE | $1,535 | $2,377-35.4% | $1,814-15.4% | $4,866-68.5% |
| Participant deferral / active EE | $1,968 | $3,064-35.8% | $2,496-21.1% | $5,352-63.2% |
| Admin fee / account holder | $641 | $4,951-87.1% | $3,753-82.9% | $9,541-93.3% |