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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 | $24,642 | $64,307-61.7% | $57,349-57.0% | $125,388-80.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 83.2%-33.2pp |
| Annual return | -8.21% | 25.14%-33.3pp | 24.40%-32.6pp | 282.24%-290.4pp |
| Employer contribution / active EE | $2,405 | $3,193-24.7% | $2,689-10.6% | $4,866-50.6% |
| Participant deferral / active EE | $3,665 | $3,847-4.7% | $3,162+15.9% | $5,352-31.5% |
| Admin fee / account holder | $768 | $5,242-85.3% | $3,356-77.1% | $9,541-92.0% |