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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 | $37,892 | $45,438-16.6% | $80,004-52.6% | $59,633-36.5% |
| Participation rate | 56.2% | 63.7%-7.6pp | 73.0%-16.8pp | 68.7%-12.5pp |
| Annual return | -2.67% | 5.10%-7.8pp | 7.63%-10.3pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $942 | $1,236-23.8% | $2,473-61.9% | $2,203-57.2% |
| Participant deferral / active EE | $2,974 | $2,231+33.3% | $3,204-7.2% | $3,192-6.8% |
| Admin fee / account holder | $1,194 | $3,464-65.5% | $5,033-76.3% | $4,297-72.2% |