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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 | $24,835 | $72,177-65.6% | $115,038-78.4% | $59,633-58.4% |
| Participation rate | 61.2% | 72.6%-11.4pp | 81.4%-20.2pp | 68.7%-7.5pp |
| Annual return | -6.07% | 12.02%-18.1pp | 26.14%-32.2pp | 2041.45%-2047.5pp |
| Employer contribution / active EE | $1,707 | $2,841-39.9% | $4,608-62.9% | $2,203-22.5% |
| Participant deferral / active EE | $3,696 | $4,783-22.7% | $6,026-38.7% | $3,192+15.8% |
| Admin fee / account holder | $534 | $4,927-89.2% | $8,175-93.5% | $4,297-87.6% |