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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 | $24,363 | $64,719-62.4% | $112,249-78.3% | $68,486-64.4% |
| Participation rate | 53.8% | 67.2%-13.3pp | 75.1%-21.2pp | 67.9%-14.0pp |
| Annual return | -20.25% | -11.40%-8.9pp | 27.48%-47.7pp | -7.85%-12.4pp |
| Employer contribution / active EE | $1,636 | $2,747-40.4% | $3,636-55.0% | $2,597-37.0% |
| Participant deferral / active EE | $2,460 | $3,565-31.0% | $4,729-48.0% | $4,028-38.9% |
| Admin fee / account holder | $943 | $5,232-82.0% | $6,412-85.3% | $5,404-82.5% |