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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 | $21,750 | $52,911-58.9% | $73,309-70.3% | $59,633-63.5% |
| Participation rate | 48.2% | 68.2%-20.0pp | 74.9%-26.7pp | 68.7%-20.4pp |
| Annual return | -5.07% | 12.20%-17.3pp | 5.67%-10.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,705 | $1,909-10.7% | $3,237-47.3% | $2,203-22.6% |
| Participant deferral / active EE | $4,044 | $4,069-0.6% | $4,991-19.0% | $3,192+26.7% |
| Admin fee / account holder | $2,134 | $3,835-44.4% | $5,635-62.1% | $4,297-50.3% |