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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 | $26,623 | $39,162-32.0% | $100,671-73.6% | $59,633-55.4% |
| Participation rate | 35.0% | 55.9%-20.9pp | 70.7%-35.7pp | 68.7%-33.7pp |
| Annual return | -2.82% | 21.07%-23.9pp | 20.43%-23.3pp | 2041.40%-2044.2pp |
| Employer contribution / active EE | $527 | $1,151-54.2% | $4,012-86.9% | $2,203-76.1% |
| Participant deferral / active EE | $835 | $1,992-58.1% | $3,144-73.4% | $3,192-73.8% |
| Admin fee / account holder | $2,178 | $2,969-26.6% | $4,850-55.1% | $4,297-49.3% |