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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 | $44,642 | $54,380-17.9% | $68,509-34.8% | $59,633-25.1% |
| Participation rate | 25.6% | 70.2%-44.6pp | 74.7%-49.1pp | 68.7%-43.1pp |
| Annual return | -3.23% | 2.83%-6.1pp | 8.27%-11.5pp | 2041.45%-2044.7pp |
| Employer contribution / active EE | $589 | $1,539-61.7% | $2,278-74.2% | $2,203-73.3% |
| Participant deferral / active EE | $1,793 | $2,643-32.2% | $3,382-47.0% | $3,192-43.8% |
| Admin fee / account holder | $1,155 | $3,885-70.3% | $5,275-78.1% | $4,297-73.1% |