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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 | $19,645 | $52,678-62.7% | $75,784-74.1% | $59,633-67.1% |
| Participation rate | 51.6% | 67.2%-15.6pp | 75.8%-24.2pp | 68.7%-17.1pp |
| Annual return | -4.06% | 2.95%-7.0pp | 9.68%-13.7pp | 2041.45%-2045.5pp |
| Employer contribution / active EE | $1,126 | $2,193-48.7% | $3,323-66.1% | $2,203-48.9% |
| Participant deferral / active EE | $2,158 | $2,591-16.7% | $3,652-40.9% | $3,192-32.4% |
| Admin fee / account holder | $1,303 | $3,610-63.9% | $5,300-75.4% | $4,297-69.7% |