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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 | $26,832 | $71,480-62.5% | $90,782-70.4% | $64,173-58.2% |
| Participation rate | 58.3% | 77.6%-19.2pp | 82.7%-24.3pp | 69.6%-11.2pp |
| Annual return | -11.08% | -4.25%-6.8pp | -3.42%-7.7pp | 7.63%-18.7pp |
| Employer contribution / active EE | $1,892 | $3,415-44.6% | $4,105-53.9% | $2,381-20.5% |
| Participant deferral / active EE | $3,355 | $4,302-22.0% | $5,366-37.5% | $3,470-3.3% |
| Admin fee / account holder | $1,612 | $6,309-74.4% | $5,908-72.7% | $4,887-67.0% |