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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 | $28,902 | $52,678-45.1% | $75,784-61.9% | $59,633-51.5% |
| Participation rate | 40.7% | 67.2%-26.5pp | 75.8%-35.1pp | 68.7%-27.9pp |
| Annual return | -3.36% | 2.95%-6.3pp | 9.68%-13.0pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $790 | $2,193-64.0% | $3,323-76.2% | $2,203-64.1% |
| Participant deferral / active EE | $2,422 | $2,591-6.5% | $3,652-33.7% | $3,192-24.1% |
| Admin fee / account holder | $427 | $3,610-88.2% | $5,300-91.9% | $4,297-90.1% |