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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 | $21,573 | $39,162-44.9% | $100,671-78.6% | $59,632-63.8% |
| Participation rate | 48.3% | 55.9%-7.6pp | 70.7%-22.4pp | 68.7%-20.4pp |
| Annual return | -3.43% | 21.07%-24.5pp | 20.43%-23.9pp | 2041.32%-2044.8pp |
| Employer contribution / active EE | $510 | $1,151-55.6% | $4,012-87.3% | $2,203-76.8% |
| Participant deferral / active EE | $1,317 | $1,992-33.9% | $3,144-58.1% | $3,192-58.7% |
| Admin fee / account holder | $11,890 | $2,969+300.4% | $4,850+145.2% | $4,297+176.7% |