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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 | $30,916 | $56,339-45.1% | $104,299-70.4% | $68,490-54.9% |
| Participation rate | 50.7% | 63.3%-12.6pp | 73.3%-22.6pp | 67.9%-17.2pp |
| Annual return | -19.98% | -9.19%-10.8pp | 24.62%-44.6pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,199 | $1,960-38.9% | $3,373-64.5% | $2,597-53.8% |
| Participant deferral / active EE | $1,857 | $3,077-39.6% | $4,626-59.8% | $4,028-53.9% |
| Admin fee / account holder | $1,111 | $4,902-77.3% | $7,339-84.9% | $5,403-79.4% |