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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 | $41,363 | $45,438-9.0% | $80,004-48.3% | $59,633-30.6% |
| Participation rate | 54.5% | 63.7%-9.2pp | 73.0%-18.5pp | 68.7%-14.1pp |
| Annual return | -4.47% | 5.10%-9.6pp | 7.63%-12.1pp | 2041.45%-2045.9pp |
| Employer contribution / active EE | $1,192 | $1,236-3.6% | $2,473-51.8% | $2,203-45.9% |
| Participant deferral / active EE | $2,111 | $2,231-5.4% | $3,204-34.1% | $3,192-33.9% |
| Admin fee / account holder | $497 | $3,464-85.7% | $5,033-90.1% | $4,297-88.4% |