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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 | $33,188 | $64,138-48.3% | $112,258-70.4% | $66,930-50.4% |
| Participation rate | 24.8% | 68.5%-43.7pp | 75.1%-50.3pp | 69.8%-45.0pp |
| Annual return | -19.80% | -13.81%-6.0pp | 27.47%-47.3pp | 1.57%-21.4pp |
| Employer contribution / active EE | $1,256 | $3,006-58.2% | $3,636-65.5% | $2,545-50.7% |
| Participant deferral / active EE | $2,621 | $3,694-29.1% | $4,728-44.6% | $4,238-38.2% |
| Admin fee / account holder | $471 | $625-24.6% | $6,411-92.6% | $593-20.6% |