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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 | $22,583 | $64,716-65.1% | $112,258-79.9% | $68,495-67.0% |
| Participation rate | 52.0% | 67.2%-15.2pp | 75.1%-23.1pp | 67.9%-15.9pp |
| Annual return | -22.09% | -11.40%-10.7pp | 27.47%-49.6pp | -7.84%-14.2pp |
| Employer contribution / active EE | $2,218 | $2,746-19.2% | $3,636-39.0% | $2,596-14.6% |
| Participant deferral / active EE | $2,307 | $3,565-35.3% | $4,728-51.2% | $4,028-42.7% |
| Admin fee / account holder | $371 | $5,232-92.9% | $6,411-94.2% | $5,403-93.1% |