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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 | $16,450 | $65,712-75.0% | $57,196-71.2% | $273,972-94.0% |
| Participation rate | 57.1% | 78.3%-21.2pp | 75.3%-18.2pp | 83.0%-25.9pp |
| Annual return | -1.07% | 22.01%-23.1pp | 14.59%-15.7pp | 41.46%-42.5pp |
| Employer contribution / active EE | $1,885 | $3,280-42.5% | $2,683-29.8% | $4,869-61.3% |
| Participant deferral / active EE | $3,592 | $3,782-5.0% | $3,096+16.0% | $5,287-32.1% |
| Admin fee / account holder | $1,847 | $4,838-61.8% | $3,141-41.2% | $10,133-81.8% |