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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 | $21,664 | $64,716-66.5% | $112,258-80.7% | $68,495-68.4% |
| Participation rate | 47.5% | 67.2%-19.7pp | 75.1%-27.6pp | 67.9%-20.4pp |
| Annual return | -22.97% | -11.40%-11.6pp | 27.47%-50.4pp | -7.84%-15.1pp |
| Employer contribution / active EE | $724 | $2,746-73.6% | $3,636-80.1% | $2,596-72.1% |
| Participant deferral / active EE | $2,965 | $3,565-16.8% | $4,728-37.3% | $4,028-26.4% |
| Admin fee / account holder | $2,064 | $5,232-60.5% | $6,411-67.8% | $5,403-61.8% |