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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 | $22,598 | $54,380-58.4% | $68,509-67.0% | $59,633-62.1% |
| Participation rate | 56.8% | 70.2%-13.4pp | 74.7%-17.9pp | 68.7%-11.9pp |
| Annual return | -4.23% | 2.83%-7.1pp | 8.27%-12.5pp | 2041.45%-2045.7pp |
| Employer contribution / active EE | $315 | $1,539-79.6% | $2,278-86.2% | $2,203-85.7% |
| Participant deferral / active EE | $1,159 | $2,643-56.1% | $3,382-65.7% | $3,192-63.7% |
| Admin fee / account holder | $721 | $3,885-81.5% | $5,275-86.3% | $4,297-83.2% |