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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 | $18,667 | $48,267-61.3% | $68,808-72.9% | $68,486-72.7% |
| Participation rate | 24.4% | 60.7%-36.2pp | 69.0%-44.6pp | 67.9%-43.4pp |
| Annual return | -20.79% | -12.70%-8.1pp | -6.37%-14.4pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,119 | $1,829-38.8% | $2,656-57.9% | $2,597-56.9% |
| Participant deferral / active EE | $2,225 | $2,867-22.4% | $3,942-43.6% | $4,028-44.8% |
| Admin fee / account holder | $4,664 | $4,362+6.9% | $4,936-5.5% | $5,404-13.7% |