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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 | $30,178 | $72,177-58.2% | $115,038-73.8% | $59,633-49.4% |
| Participation rate | 41.4% | 72.6%-31.2pp | 81.4%-40.0pp | 68.7%-27.3pp |
| Annual return | -5.24% | 12.02%-17.3pp | 26.14%-31.4pp | 2041.45%-2046.7pp |
| Employer contribution / active EE | $1,182 | $2,841-58.4% | $4,608-74.3% | $2,203-46.3% |
| Participant deferral / active EE | $2,827 | $4,783-40.9% | $6,026-53.1% | $3,192-11.4% |
| Admin fee / account holder | $2,082 | $4,927-57.7% | $8,175-74.5% | $4,297-51.6% |