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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 | $22,629 | $77,817-70.9% | $123,553-81.7% | $64,173-64.7% |
| Participation rate | 41.7% | 74.7%-33.0pp | 82.3%-40.6pp | 69.6%-27.9pp |
| Annual return | -11.77% | 12.49%-24.3pp | 119.21%-131.0pp | 7.63%-19.4pp |
| Employer contribution / active EE | $1,564 | $3,014-48.1% | $4,628-66.2% | $2,381-34.3% |
| Participant deferral / active EE | $4,043 | $5,240-22.8% | $6,426-37.1% | $3,470+16.5% |
| Admin fee / account holder | $3,591 | $5,519-34.9% | $9,284-61.3% | $4,887-26.5% |