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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 | $24,549 | $52,678-53.4% | $75,782-67.6% | $59,632-58.8% |
| Participation rate | 22.6% | 67.2%-44.6pp | 75.8%-53.2pp | 68.7%-46.1pp |
| Annual return | -3.13% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.32%-2044.4pp |
| Employer contribution / active EE | $853 | $2,193-61.1% | $3,323-74.3% | $2,203-61.3% |
| Participant deferral / active EE | $1,590 | $2,591-38.6% | $3,652-56.5% | $3,192-50.2% |
| Admin fee / account holder | $2,997 | $3,610-17.0% | $5,300-43.4% | $4,297-30.3% |