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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 | $23,468 | $61,660-61.9% | $80,022-70.7% | $64,181-63.4% |
| Participation rate | 33.3% | 71.7%-38.4pp | 75.8%-42.5pp | 69.6%-36.2pp |
| Annual return | -8.79% | -0.33%-8.5pp | 11.22%-20.0pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,304 | $1,810-28.0% | $2,468-47.2% | $2,381-45.2% |
| Participant deferral / active EE | $1,922 | $2,968-35.2% | $3,686-47.9% | $3,470-44.6% |
| Admin fee / account holder | $925 | $5,417-82.9% | $6,521-85.8% | $4,887-81.1% |