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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 | $19,863 | $64,716-69.3% | $112,258-82.3% | $68,495-71.0% |
| Participation rate | 32.9% | 67.2%-34.2pp | 75.1%-42.1pp | 67.9%-35.0pp |
| Annual return | -25.33% | -11.40%-13.9pp | 27.47%-52.8pp | -7.84%-17.5pp |
| Employer contribution / active EE | $1,028 | $2,746-62.6% | $3,636-71.7% | $2,596-60.4% |
| Participant deferral / active EE | $3,134 | $3,565-12.1% | $4,728-33.7% | $4,028-22.2% |
| Admin fee / account holder | $376 | $5,232-92.8% | $6,411-94.1% | $5,403-93.0% |