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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 | $23,671 | $73,863-68.0% | $143,797-83.5% | $68,490-65.4% |
| Participation rate | 27.6% | 66.7%-39.1pp | 80.3%-52.7pp | 67.9%-40.3pp |
| Annual return | -21.15% | 0.91%-22.1pp | -0.04%-21.1pp | -7.85%-13.3pp |
| Employer contribution / active EE | $497 | $3,185-84.4% | $4,952-90.0% | $2,597-80.9% |
| Participant deferral / active EE | $1,027 | $3,385-69.7% | $5,638-81.8% | $4,028-74.5% |
| Admin fee / account holder | $2,096 | $5,756-63.6% | $14,679-85.7% | $5,403-61.2% |