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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 | $24,541 | $73,839-66.8% | $143,788-82.9% | $68,495-64.2% |
| Participation rate | 62.5% | 66.7%-4.2pp | 80.3%-17.8pp | 67.9%-5.4pp |
| Annual return | -26.89% | 1.01%-27.9pp | -0.03%-26.9pp | -7.84%-19.0pp |
| Employer contribution / active EE | $1,609 | $3,184-49.5% | $4,952-67.5% | $2,596-38.0% |
| Participant deferral / active EE | $5,508 | $3,384+62.8% | $5,638-2.3% | $4,028+36.8% |
| Admin fee / account holder | $2,585 | $5,755-55.1% | $14,675-82.4% | $5,403-52.2% |