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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 | $22,874 | $77,817-70.6% | $123,553-81.5% | $64,173-64.4% |
| Participation rate | 61.5% | 74.7%-13.2pp | 82.3%-20.8pp | 69.6%-8.0pp |
| Annual return | -10.45% | 12.49%-22.9pp | 119.21%-129.7pp | 7.63%-18.1pp |
| Employer contribution / active EE | $1,525 | $3,014-49.4% | $4,628-67.0% | $2,381-35.9% |
| Participant deferral / active EE | $2,894 | $5,240-44.8% | $6,426-55.0% | $3,470-16.6% |
| Admin fee / account holder | $2,982 | $5,519-46.0% | $9,284-67.9% | $4,887-39.0% |