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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 | $23,175 | $86,701-73.3% | $73,309-68.4% | $125,388-81.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 74.9%-12.4pp | 83.2%-20.7pp |
| Annual return | -3.72% | 2.78%-6.5pp | 5.67%-9.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,046 | $4,152-74.8% | $3,237-67.7% | $4,866-78.5% |
| Participant deferral / active EE | $2,820 | $5,549-49.2% | $4,991-43.5% | $5,352-47.3% |
| Admin fee / account holder | $409 | $7,768-94.7% | $5,635-92.7% | $9,541-95.7% |