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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 | $20,146 | $59,834-66.3% | $79,576-74.7% | $68,495-70.6% |
| Participation rate | 27.6% | 61.1%-33.5pp | 69.5%-41.9pp | 67.9%-40.3pp |
| Annual return | -29.62% | -12.30%-17.3pp | 0.15%-29.8pp | -7.84%-21.8pp |
| Employer contribution / active EE | $640 | $1,505-57.5% | $2,413-73.5% | $2,596-75.4% |
| Participant deferral / active EE | $2,287 | $3,024-24.4% | $3,985-42.6% | $4,028-43.2% |
| Admin fee / account holder | $3,806 | $4,835-21.3% | $6,834-44.3% | $5,403-29.6% |