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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 | $13,148 | $65,125-79.8% | $143,797-90.9% | $66,949-80.4% |
| Participation rate | 37.4% | 65.2%-27.8pp | 80.3%-42.9pp | 69.8%-32.4pp |
| Annual return | -22.87% | -11.13%-11.7pp | -0.04%-22.8pp | 1.57%-24.4pp |
| Employer contribution / active EE | $1,069 | $2,362-54.7% | $4,952-78.4% | $2,545-58.0% |
| Participant deferral / active EE | $2,931 | $2,920+0.4% | $5,638-48.0% | $4,239-30.9% |
| Admin fee / account holder | $493 | $503-2.0% | $14,679-96.6% | $594-17.0% |