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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 | $25,257 | $40,264-37.3% | $57,349-56.0% | $59,633-57.6% |
| Participation rate | 50.6% | 69.2%-18.6pp | 75.1%-24.5pp | 68.7%-18.1pp |
| Annual return | -2.03% | 27.51%-29.5pp | 24.40%-26.4pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $957 | $1,922-50.2% | $2,689-64.4% | $2,203-56.5% |
| Participant deferral / active EE | $1,550 | $2,400-35.4% | $3,162-51.0% | $3,192-51.4% |
| Admin fee / account holder | $1,641 | $2,819-41.8% | $3,356-51.1% | $4,297-61.8% |