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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 | $23,617 | $46,697-49.4% | $117,529-79.9% | $68,490-65.5% |
| Participation rate | 29.8% | 56.8%-27.0pp | 70.6%-40.8pp | 67.9%-38.1pp |
| Annual return | -21.23% | -14.52%-6.7pp | 29.77%-51.0pp | -7.85%-13.4pp |
| Employer contribution / active EE | $386 | $1,506-74.4% | $4,179-90.8% | $2,597-85.1% |
| Participant deferral / active EE | $1,552 | $2,637-41.2% | $4,072-61.9% | $4,028-61.5% |
| Admin fee / account holder | $584 | $4,023-85.5% | $5,645-89.7% | $5,403-89.2% |