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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 | $23,774 | $73,863-67.8% | $143,797-83.5% | $68,490-65.3% |
| Participation rate | 29.0% | 66.7%-37.6pp | 80.3%-51.3pp | 67.9%-38.9pp |
| Annual return | -22.25% | 0.91%-23.2pp | -0.04%-22.2pp | -7.85%-14.4pp |
| Employer contribution / active EE | $630 | $3,185-80.2% | $4,952-87.3% | $2,597-75.7% |
| Participant deferral / active EE | $2,944 | $3,385-13.0% | $5,638-47.8% | $4,028-26.9% |
| Admin fee / account holder | $24,128 | $5,756+319.2% | $14,679+64.4% | $5,403+346.6% |