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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 | $24,341 | $77,816-68.7% | $123,552-80.3% | $64,173-62.1% |
| Participation rate | 48.3% | 74.7%-26.4pp | 82.3%-34.0pp | 69.6%-21.3pp |
| Annual return | -11.60% | 12.49%-24.1pp | 119.20%-130.8pp | 7.63%-19.2pp |
| Employer contribution / active EE | $1,722 | $3,014-42.9% | $4,628-62.8% | $2,381-27.7% |
| Participant deferral / active EE | $2,534 | $5,240-51.6% | $6,426-60.6% | $3,470-27.0% |
| Admin fee / account holder | $429 | $5,519-92.2% | $9,285-95.4% | $4,887-91.2% |