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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 | $31,225 | $71,878-56.6% | $86,698-64.0% | $68,486-54.4% |
| Participation rate | 44.7% | 72.2%-27.6pp | 76.6%-31.9pp | 67.9%-23.2pp |
| Annual return | -19.58% | 3.53%-23.1pp | 35.95%-55.5pp | -7.85%-11.7pp |
| Employer contribution / active EE | $1,155 | $2,173-46.8% | $2,837-59.3% | $2,597-55.5% |
| Participant deferral / active EE | $2,476 | $3,779-34.5% | $4,656-46.8% | $4,028-38.5% |
| Admin fee / account holder | $1,012 | $6,113-83.4% | $7,493-86.5% | $5,404-81.3% |