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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 | $23,871 | $40,275-40.7% | $57,356-58.4% | $59,633-60.0% |
| Participation rate | 53.3% | 69.1%-15.8pp | 75.1%-21.7pp | 68.7%-15.3pp |
| Annual return | -2.54% | 27.52%-30.1pp | 24.41%-26.9pp | 2041.45%-2044.0pp |
| Employer contribution / active EE | $596 | $1,921-69.0% | $2,689-77.8% | $2,203-73.0% |
| Participant deferral / active EE | $1,472 | $2,400-38.7% | $3,162-53.4% | $3,192-53.9% |
| Admin fee / account holder | $1,743 | $2,820-38.2% | $3,357-48.1% | $4,297-59.4% |