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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 | $44,076 | $72,177-38.9% | $115,038-61.7% | $59,633-26.1% |
| Participation rate | 56.8% | 72.6%-15.8pp | 81.4%-24.6pp | 68.7%-11.9pp |
| Annual return | -2.86% | 12.02%-14.9pp | 26.14%-29.0pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $856 | $2,841-69.9% | $4,608-81.4% | $2,203-61.2% |
| Participant deferral / active EE | $3,571 | $4,783-25.3% | $6,026-40.7% | $3,192+11.9% |
| Admin fee / account holder | $2,226 | $4,927-54.8% | $8,175-72.8% | $4,297-48.2% |