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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 | $26,180 | $27,632-5.3% | $61,452-57.4% | $68,486-61.8% |
| Participation rate | 22.7% | 39.5%-16.8pp | 52.6%-29.8pp | 67.9%-45.2pp |
| Annual return | -22.74% | -13.24%-9.5pp | 338.96%-361.7pp | -7.85%-14.9pp |
| Employer contribution / active EE | $653 | $696-6.2% | $1,160-43.7% | $2,597-74.9% |
| Participant deferral / active EE | $1,762 | $1,264+39.5% | $2,125-17.0% | $4,028-56.2% |
| Admin fee / account holder | $587 | $2,010-70.8% | $2,131-72.5% | $5,404-89.1% |