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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 | $55,602 | $64,716-14.1% | $112,258-50.5% | $68,495-18.8% |
| Participation rate | 22.2% | 67.2%-44.9pp | 75.1%-52.8pp | 67.9%-45.7pp |
| Annual return | -19.89% | -11.40%-8.5pp | 27.47%-47.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $784 | $2,746-71.4% | $3,636-78.4% | $2,596-69.8% |
| Participant deferral / active EE | $1,523 | $3,565-57.3% | $4,728-67.8% | $4,028-62.2% |
| Admin fee / account holder | $1,176 | $5,232-77.5% | $6,411-81.7% | $5,403-78.2% |