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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 | $43,913 | $81,258-46.0% | $105,218-58.3% | $59,633-26.4% |
| Participation rate | 67.4% | 75.4%-8.0pp | 77.2%-9.8pp | 68.7%-1.2pp |
| Annual return | -2.41% | 1.96%-4.4pp | 5.33%-7.7pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,542 | $2,562-39.8% | $3,255-52.6% | $2,203-30.0% |
| Participant deferral / active EE | $2,632 | $3,881-32.2% | $4,867-45.9% | $3,192-17.5% |
| Admin fee / account holder | $433 | $5,841-92.6% | $6,992-93.8% | $4,297-89.9% |