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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 | $20,117 | $85,790-76.6% | $67,313-70.1% | $135,380-85.1% |
| Participation rate | 45.5% | 76.5%-31.0pp | 69.1%-23.6pp | 82.6%-37.2pp |
| Annual return | -11.30% | -0.54%-10.8pp | -4.08%-7.2pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,034 | $3,487-70.4% | $2,566-59.7% | $4,779-78.4% |
| Participant deferral / active EE | $2,974 | $4,651-36.1% | $3,568-16.6% | $5,609-47.0% |
| Admin fee / account holder | $1,021 | $6,392-84.0% | $4,507-77.4% | $10,828-90.6% |