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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 | $21,920 | $73,848-70.3% | $143,799-84.8% | $68,486-68.0% |
| Participation rate | 47.2% | 66.7%-19.4pp | 80.3%-33.1pp | 67.9%-20.7pp |
| Annual return | -19.54% | 0.91%-20.5pp | -0.04%-19.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $885 | $3,184-72.2% | $4,952-82.1% | $2,597-65.9% |
| Participant deferral / active EE | $1,447 | $3,385-57.2% | $5,638-74.3% | $4,028-64.1% |
| Admin fee / account holder | $878 | $5,755-84.8% | $14,677-94.0% | $5,404-83.8% |