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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 | $21,233 | $65,712-67.7% | $57,196-62.9% | $273,972-92.3% |
| Participation rate | 66.7% | 78.3%-11.7pp | 75.3%-8.7pp | 83.0%-16.3pp |
| Annual return | -2.32% | 22.01%-24.3pp | 14.59%-16.9pp | 41.46%-43.8pp |
| Employer contribution / active EE | $3,227 | $3,280-1.6% | $2,683+20.3% | $4,869-33.7% |
| Participant deferral / active EE | $788 | $3,782-79.2% | $3,096-74.6% | $5,287-85.1% |
| Admin fee / account holder | $332 | $4,838-93.1% | $3,141-89.4% | $10,133-96.7% |