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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 | $23,605 | $54,757-56.9% | $90,304-73.9% | $72,975-67.7% |
| Participation rate | 37.8% | 65.2%-27.3pp | 73.3%-35.4pp | 69.5%-31.7pp |
| Annual return | -1.02% | 30.63%-31.7pp | 78.13%-79.2pp | 81.01%-82.0pp |
| Employer contribution / active EE | $1,177 | $2,093-43.8% | $2,855-58.8% | $2,440-51.8% |
| Participant deferral / active EE | $2,691 | $2,887-6.8% | $3,885-30.7% | $3,608-25.4% |
| Admin fee / account holder | $4,282 | $3,973+7.8% | $5,354-20.0% | $5,124-16.4% |