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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 | $22,446 | $52,678-57.4% | $75,784-70.4% | $59,633-62.4% |
| Participation rate | 59.5% | 67.2%-7.7pp | 75.8%-16.3pp | 68.7%-9.1pp |
| Annual return | -4.01% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,661 | $2,193-24.3% | $3,323-50.0% | $2,203-24.6% |
| Participant deferral / active EE | $4,141 | $2,591+59.9% | $3,652+13.4% | $3,192+29.8% |
| Admin fee / account holder | $1,193 | $3,610-67.0% | $5,300-77.5% | $4,297-72.2% |