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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 | $18,034 | $40,264-55.2% | $57,349-68.6% | $59,633-69.8% |
| Participation rate | 41.7% | 69.2%-27.5pp | 75.1%-33.4pp | 68.7%-27.0pp |
| Annual return | -2.36% | 27.51%-29.9pp | 24.40%-26.8pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $1,132 | $1,922-41.1% | $2,689-57.9% | $2,203-48.6% |
| Participant deferral / active EE | $1,347 | $2,400-43.9% | $3,162-57.4% | $3,192-57.8% |
| Admin fee / account holder | $4,794 | $2,819+70.1% | $3,356+42.8% | $4,297+11.6% |