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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 | $37,183 | $72,177-48.5% | $115,038-67.7% | $59,633-37.6% |
| Participation rate | 61.9% | 72.6%-10.6pp | 81.4%-19.5pp | 68.7%-6.8pp |
| Annual return | -4.75% | 12.02%-16.8pp | 26.14%-30.9pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $1,173 | $2,841-58.7% | $4,608-74.5% | $2,203-46.7% |
| Participant deferral / active EE | $2,311 | $4,783-51.7% | $6,026-61.7% | $3,192-27.6% |
| Admin fee / account holder | $651 | $4,927-86.8% | $8,175-92.0% | $4,297-84.9% |