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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 | $22,330 | $73,839-69.8% | $143,788-84.5% | $68,495-67.4% |
| Participation rate | 62.1% | 66.7%-4.6pp | 80.3%-18.2pp | 67.9%-5.8pp |
| Annual return | -20.09% | 1.01%-21.1pp | -0.03%-20.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,033 | $3,184-36.1% | $4,952-58.9% | $2,596-21.7% |
| Participant deferral / active EE | $3,482 | $3,384+2.9% | $5,638-38.2% | $4,028-13.5% |
| Admin fee / account holder | $733 | $5,755-87.3% | $14,675-95.0% | $5,403-86.4% |