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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 | $21,937 | $64,716-66.1% | $112,258-80.5% | $68,495-68.0% |
| Participation rate | 63.3% | 67.2%-3.8pp | 75.1%-11.7pp | 67.9%-4.6pp |
| Annual return | -21.41% | -11.40%-10.0pp | 27.47%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $4,372 | $2,746+59.2% | $3,636+20.3% | $2,596+68.4% |
| Participant deferral / active EE | $3,265 | $3,565-8.4% | $4,728-30.9% | $4,028-18.9% |
| Admin fee / account holder | $2,474 | $5,232-52.7% | $6,411-61.4% | $5,403-54.2% |