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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 | $28,281 | $65,712-57.0% | $57,196-50.6% | $273,972-89.7% |
| Participation rate | 58.3% | 78.3%-20.0pp | 75.3%-17.0pp | 83.0%-24.7pp |
| Annual return | -0.29% | 22.01%-22.3pp | 14.59%-14.9pp | 41.46%-41.7pp |
| Employer contribution / active EE | $2,105 | $3,280-35.8% | $2,683-21.5% | $4,869-56.8% |
| Participant deferral / active EE | $4,013 | $3,782+6.1% | $3,096+29.6% | $5,287-24.1% |
| Admin fee / account holder | $929 | $4,838-80.8% | $3,141-70.4% | $10,133-90.8% |