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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 | $24,206 | $52,519-53.9% | $155,789-84.5% | $59,633-59.4% |
| Participation rate | 55.3% | 61.7%-6.4pp | 76.1%-20.8pp | 68.7%-13.4pp |
| Annual return | -2.68% | 53.51%-56.2pp | 71.54%-74.2pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $693 | $1,589-56.4% | $3,839-82.0% | $2,203-68.5% |
| Participant deferral / active EE | $1,022 | $3,084-66.9% | $4,798-78.7% | $3,192-68.0% |
| Admin fee / account holder | $5,629 | $3,540+59.0% | $7,477-24.7% | $4,297+31.0% |