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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 | $24,612 | $72,177-65.9% | $115,038-78.6% | $59,633-58.7% |
| Participation rate | 57.1% | 72.6%-15.4pp | 81.4%-24.2pp | 68.7%-11.5pp |
| Annual return | -2.60% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $1,493 | $2,841-47.5% | $4,608-67.6% | $2,203-32.2% |
| Participant deferral / active EE | $3,535 | $4,783-26.1% | $6,026-41.3% | $3,192+10.8% |
| Admin fee / account holder | $1,692 | $4,927-65.7% | $8,175-79.3% | $4,297-60.6% |