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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 | $46,709 | $54,380-14.1% | $68,509-31.8% | $59,633-21.7% |
| Participation rate | 28.1% | 70.2%-42.1pp | 74.7%-46.6pp | 68.7%-40.5pp |
| Annual return | -3.70% | 2.83%-6.5pp | 8.27%-12.0pp | 2041.45%-2045.2pp |
| Employer contribution / active EE | $813 | $1,539-47.2% | $2,278-64.3% | $2,203-63.1% |
| Participant deferral / active EE | $1,369 | $2,643-48.2% | $3,382-59.5% | $3,192-57.1% |
| Admin fee / account holder | $14,259 | $3,885+267.0% | $5,275+170.3% | $4,297+231.8% |