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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 | $24,712 | $136,860-81.9% | $120,344-79.5% | $154,746-84.0% |
| Participation rate | 25.0% | 79.9%-54.9pp | 76.7%-51.7pp | 80.7%-55.7pp |
| Annual return | -2.07% | 21.38%-23.4pp | 20.30%-22.4pp | 172.34%-174.4pp |
| Employer contribution / active EE | $1,058 | $3,533-70.1% | $3,020-65.0% | $4,379-75.9% |
| Participant deferral / active EE | $2,115 | $5,793-63.5% | $5,135-58.8% | $6,730-68.6% |
| Admin fee / account holder | $1,021 | $15,393-93.4% | $12,742-92.0% | $14,365-92.9% |