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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 | $22,748 | $52,519-56.7% | $155,789-85.4% | $59,633-61.9% |
| Participation rate | 58.1% | 61.7%-3.6pp | 76.1%-18.0pp | 68.7%-10.6pp |
| Annual return | -3.01% | 53.51%-56.5pp | 71.54%-74.5pp | 2041.45%-2044.5pp |
| Employer contribution / active EE | $1,070 | $1,589-32.7% | $3,839-72.1% | $2,203-51.4% |
| Participant deferral / active EE | $1,308 | $3,084-57.6% | $4,798-72.7% | $3,192-59.0% |
| Admin fee / account holder | $1,348 | $3,540-61.9% | $7,477-82.0% | $4,297-68.6% |