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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 | $18,039 | $52,678-65.8% | $75,784-76.2% | $59,633-69.7% |
| Participation rate | 46.2% | 67.2%-21.1pp | 75.8%-29.7pp | 68.7%-22.5pp |
| Annual return | -3.12% | 2.95%-6.1pp | 9.68%-12.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $907 | $2,193-58.7% | $3,323-72.7% | $2,203-58.8% |
| Participant deferral / active EE | $2,323 | $2,591-10.3% | $3,652-36.4% | $3,192-27.2% |
| Admin fee / account holder | $610 | $3,610-83.1% | $5,300-88.5% | $4,297-85.8% |