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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 | $22,143 | $73,848-70.0% | $143,799-84.6% | $68,486-67.7% |
| Participation rate | 32.1% | 66.7%-34.5pp | 80.3%-48.2pp | 67.9%-35.8pp |
| Annual return | -20.16% | 0.91%-21.1pp | -0.04%-20.1pp | -7.85%-12.3pp |
| Employer contribution / active EE | $790 | $3,184-75.2% | $4,952-84.1% | $2,597-69.6% |
| Participant deferral / active EE | $2,023 | $3,385-40.2% | $5,638-64.1% | $4,028-49.8% |
| Admin fee / account holder | $404 | $5,755-93.0% | $14,677-97.2% | $5,404-92.5% |