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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 | $28,093 | $48,364-41.9% | $71,796-60.9% | $62,881-55.3% |
| Participation rate | 43.8% | 60.6%-16.9pp | 69.1%-25.4pp | 69.3%-25.6pp |
| Annual return | -6.01% | 13.16%-19.2pp | 78.04%-84.1pp | 20.14%-26.2pp |
| Employer contribution / active EE | $426 | $1,042-59.1% | $1,924-77.9% | $2,281-81.3% |
| Participant deferral / active EE | $2,058 | $2,091-1.6% | $2,794-26.4% | $3,203-35.7% |
| Admin fee / account holder | $1,187 | $3,771-68.5% | $4,815-75.3% | $4,296-72.4% |