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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 | $25,959 | $52,678-50.7% | $75,784-65.7% | $59,633-56.5% |
| Participation rate | 24.7% | 67.2%-42.6pp | 75.8%-51.2pp | 68.7%-44.0pp |
| Annual return | -3.02% | 2.95%-6.0pp | 9.68%-12.7pp | 2041.40%-2044.4pp |
| Employer contribution / active EE | $958 | $2,193-56.3% | $3,323-71.2% | $2,203-56.5% |
| Participant deferral / active EE | $1,704 | $2,591-34.2% | $3,652-53.3% | $3,192-46.6% |
| Admin fee / account holder | $1,256 | $3,610-65.2% | $5,300-76.3% | $4,297-70.8% |