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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 | $22,173 | $64,719-65.7% | $112,249-80.2% | $68,486-67.6% |
| Participation rate | 42.4% | 67.2%-24.7pp | 75.1%-32.6pp | 67.9%-25.5pp |
| Annual return | -22.80% | -11.40%-11.4pp | 27.48%-50.3pp | -7.85%-14.9pp |
| Employer contribution / active EE | $1,183 | $2,747-56.9% | $3,636-67.5% | $2,597-54.4% |
| Participant deferral / active EE | $2,176 | $3,565-39.0% | $4,729-54.0% | $4,028-46.0% |
| Admin fee / account holder | $2,702 | $5,232-48.4% | $6,412-57.9% | $5,404-50.0% |