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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 | $27,676 | $54,380-49.1% | $68,509-59.6% | $59,633-53.6% |
| Participation rate | 66.7% | 70.2%-3.5pp | 74.7%-8.1pp | 68.7%-2.0pp |
| Annual return | -2.58% | 2.83%-5.4pp | 8.27%-10.8pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $1,507 | $1,539-2.1% | $2,278-33.9% | $2,203-31.6% |
| Participant deferral / active EE | $2,293 | $2,643-13.2% | $3,382-32.2% | $3,192-28.1% |
| Admin fee / account holder | $2,347 | $3,885-39.6% | $5,275-55.5% | $4,297-45.4% |