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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 | $22,694 | $52,678-56.9% | $75,784-70.1% | $59,633-61.9% |
| Participation rate | 38.7% | 67.2%-28.5pp | 75.8%-37.1pp | 68.7%-30.0pp |
| Annual return | -4.94% | 2.95%-7.9pp | 9.68%-14.6pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $552 | $2,193-74.8% | $3,323-83.4% | $2,203-74.9% |
| Participant deferral / active EE | $1,446 | $2,591-44.2% | $3,652-60.4% | $3,192-54.7% |
| Admin fee / account holder | $3,194 | $3,610-11.5% | $5,300-39.7% | $4,297-25.7% |