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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 | $28,915 | $48,050-39.8% | $85,969-66.4% | $59,633-51.5% |
| Participation rate | 50.0% | 64.5%-14.5pp | 76.5%-26.5pp | 68.7%-18.7pp |
| Annual return | -15.49% | 0.29%-15.8pp | 9.32%-24.8pp | 2041.45%-2056.9pp |
| Employer contribution / active EE | $1,265 | $1,640-22.9% | $3,474-63.6% | $2,203-42.6% |
| Participant deferral / active EE | $1,928 | $2,249-14.3% | $3,829-49.7% | $3,192-39.6% |
| Admin fee / account holder | $4,786 | $3,206+49.3% | $6,053-20.9% | $4,297+11.4% |