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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 | $22,473 | $73,848-69.6% | $143,799-84.4% | $68,486-67.2% |
| Participation rate | 59.3% | 66.7%-7.4pp | 80.3%-21.1pp | 67.9%-8.6pp |
| Annual return | -22.49% | 0.91%-23.4pp | -0.04%-22.4pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,471 | $3,184-53.8% | $4,952-70.3% | $2,597-43.3% |
| Participant deferral / active EE | $2,987 | $3,385-11.8% | $5,638-47.0% | $4,028-25.8% |
| Admin fee / account holder | $2,638 | $5,755-54.2% | $14,677-82.0% | $5,404-51.2% |