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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 | $27,929 | $54,380-48.6% | $68,509-59.2% | $59,633-53.2% |
| Participation rate | 54.8% | 70.2%-15.4pp | 74.7%-19.9pp | 68.7%-13.9pp |
| Annual return | -2.70% | 2.83%-5.5pp | 8.27%-11.0pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $276 | $1,539-82.1% | $2,278-87.9% | $2,203-87.5% |
| Participant deferral / active EE | $2,761 | $2,643+4.5% | $3,382-18.4% | $3,192-13.5% |
| Admin fee / account holder | $789 | $3,885-79.7% | $5,275-85.0% | $4,297-81.6% |