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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 | $23,971 | $73,839-67.5% | $143,788-83.3% | $68,495-65.0% |
| Participation rate | 59.2% | 66.7%-7.5pp | 80.3%-21.1pp | 67.9%-8.7pp |
| Annual return | -21.19% | 1.01%-22.2pp | -0.03%-21.2pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,911 | $3,184-8.6% | $4,952-41.2% | $2,596+12.1% |
| Participant deferral / active EE | $1,231 | $3,384-63.6% | $5,638-78.2% | $4,028-69.4% |
| Admin fee / account holder | $1,984 | $5,755-65.5% | $14,675-86.5% | $5,403-63.3% |