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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 | $22,249 | $73,848-69.9% | $143,799-84.5% | $68,486-67.5% |
| Participation rate | 30.4% | 66.7%-36.3pp | 80.3%-49.9pp | 67.9%-37.5pp |
| Annual return | -23.85% | 0.91%-24.8pp | -0.04%-23.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $939 | $3,184-70.5% | $4,952-81.0% | $2,597-63.9% |
| Participant deferral / active EE | $2,177 | $3,385-35.7% | $5,638-61.4% | $4,028-46.0% |
| Admin fee / account holder | $2,327 | $5,755-59.6% | $14,677-84.1% | $5,404-56.9% |