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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 | $26,978 | $65,704-58.9% | $94,229-71.4% | $59,633-54.8% |
| Participation rate | 53.3% | 72.1%-18.8pp | 78.8%-25.4pp | 68.7%-15.3pp |
| Annual return | -3.89% | 5.22%-9.1pp | 10.68%-14.6pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $1,650 | $2,021-18.3% | $3,587-54.0% | $2,203-25.1% |
| Participant deferral / active EE | $1,916 | $3,143-39.0% | $4,320-55.6% | $3,192-40.0% |
| Admin fee / account holder | $411 | $4,265-90.4% | $6,269-93.4% | $4,297-90.4% |