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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 | $23,945 | $72,177-66.8% | $115,037-79.2% | $59,633-59.8% |
| Participation rate | 69.8% | 72.6%-2.8pp | 81.4%-11.6pp | 68.7%+1.1pp |
| Annual return | -4.05% | 12.02%-16.1pp | 26.14%-30.2pp | 2041.40%-2045.4pp |
| Employer contribution / active EE | $1,113 | $2,841-60.8% | $4,608-75.8% | $2,203-49.5% |
| Participant deferral / active EE | $2,594 | $4,783-45.8% | $6,026-57.0% | $3,192-18.7% |
| Admin fee / account holder | $3,402 | $4,927-31.0% | $8,175-58.4% | $4,297-20.8% |