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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 | $27,558 | $77,817-64.6% | $123,553-77.7% | $64,173-57.1% |
| Participation rate | 21.4% | 74.7%-53.3pp | 82.3%-60.9pp | 69.6%-48.1pp |
| Annual return | -8.98% | 12.49%-21.5pp | 119.21%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $620 | $3,014-79.4% | $4,628-86.6% | $2,381-74.0% |
| Participant deferral / active EE | $2,261 | $5,240-56.8% | $6,426-64.8% | $3,470-34.8% |
| Admin fee / account holder | $329 | $5,519-94.0% | $9,284-96.5% | $4,887-93.3% |