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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 | $26,503 | $71,878-63.1% | $86,698-69.4% | $68,486-61.3% |
| Participation rate | 35.6% | 72.2%-36.6pp | 76.6%-41.0pp | 67.9%-32.3pp |
| Annual return | -19.89% | 3.53%-23.4pp | 35.95%-55.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $1,017 | $2,173-53.2% | $2,837-64.2% | $2,597-60.8% |
| Participant deferral / active EE | $1,969 | $3,779-47.9% | $4,656-57.7% | $4,028-51.1% |
| Admin fee / account holder | $5,332 | $6,113-12.8% | $7,493-28.8% | $5,404-1.3% |