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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 | $28,634 | $39,162-26.9% | $100,671-71.6% | $59,633-52.0% |
| Participation rate | 21.2% | 55.9%-34.6pp | 70.7%-49.5pp | 68.7%-47.5pp |
| Annual return | -3.49% | 21.07%-24.6pp | 20.43%-23.9pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $625 | $1,151-45.7% | $4,012-84.4% | $2,203-71.6% |
| Participant deferral / active EE | $1,806 | $1,992-9.3% | $3,144-42.5% | $3,192-43.4% |
| Admin fee / account holder | $2,404 | $2,969-19.0% | $4,850-50.4% | $4,297-44.0% |