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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 | $22,040 | $53,162-58.5% | $91,225-75.8% | $68,486-67.8% |
| Participation rate | 32.3% | 63.2%-31.0pp | 73.2%-40.9pp | 67.9%-35.6pp |
| Annual return | -25.02% | -3.14%-21.9pp | 114.12%-139.1pp | -7.85%-17.2pp |
| Employer contribution / active EE | $905 | $1,709-47.1% | $2,851-68.3% | $2,597-65.1% |
| Participant deferral / active EE | $2,164 | $2,974-27.2% | $4,233-48.9% | $4,028-46.3% |
| Admin fee / account holder | $625 | $4,493-86.1% | $5,422-88.5% | $5,404-88.4% |