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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 | $59,412 | $39,162+51.7% | $100,671-41.0% | $59,633-0.4% |
| Participation rate | 22.7% | 55.9%-33.1pp | 70.7%-48.0pp | 68.7%-45.9pp |
| Annual return | -2.68% | 21.07%-23.7pp | 20.43%-23.1pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $239 | $1,151-79.2% | $4,012-94.0% | $2,203-89.1% |
| Participant deferral / active EE | $1,014 | $1,992-49.1% | $3,144-67.7% | $3,192-68.2% |
| Admin fee / account holder | $8,320 | $2,969+180.2% | $4,850+71.6% | $4,297+93.6% |