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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 | $22,083 | $54,380-59.4% | $68,509-67.8% | $59,633-63.0% |
| Participation rate | 46.2% | 70.2%-24.0pp | 74.7%-28.6pp | 68.7%-22.5pp |
| Annual return | -5.66% | 2.83%-8.5pp | 8.27%-13.9pp | 2041.40%-2047.1pp |
| Employer contribution / active EE | $928 | $1,539-39.7% | $2,278-59.3% | $2,203-57.9% |
| Participant deferral / active EE | $1,142 | $2,643-56.8% | $3,382-66.2% | $3,192-64.2% |
| Admin fee / account holder | $1,760 | $3,885-54.7% | $5,275-66.6% | $4,297-59.0% |