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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 | $21,903 | $52,678-58.4% | $75,784-71.1% | $59,633-63.3% |
| Participation rate | 65.8% | 67.2%-1.4pp | 75.8%-10.0pp | 68.7%-2.9pp |
| Annual return | -3.45% | 2.95%-6.4pp | 9.68%-13.1pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $1,911 | $2,193-12.9% | $3,323-42.5% | $2,203-13.3% |
| Participant deferral / active EE | $2,354 | $2,591-9.1% | $3,652-35.5% | $3,192-26.2% |
| Admin fee / account holder | $2,792 | $3,610-22.6% | $5,300-47.3% | $4,297-35.0% |