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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 | $24,243 | $85,790-71.7% | $67,313-64.0% | $135,379-82.1% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | -10.80% | -0.54%-10.3pp | -4.08%-6.7pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,188 | $3,487-65.9% | $2,566-53.7% | $4,779-75.1% |
| Participant deferral / active EE | $2,414 | $4,651-48.1% | $3,568-32.4% | $5,609-57.0% |
| Admin fee / account holder | $3,509 | $6,392-45.1% | $4,507-22.1% | $10,828-67.6% |