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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 | $27,063 | $82,314-67.1% | $68,808-60.7% | $134,532-79.9% |
| Participation rate | 38.9% | 75.1%-36.2pp | 69.0%-30.1pp | 81.2%-42.3pp |
| Annual return | -20.85% | -2.18%-18.7pp | -6.37%-14.5pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,084 | $3,301-67.2% | $2,656-59.2% | $4,741-77.1% |
| Participant deferral / active EE | $2,087 | $4,740-56.0% | $3,942-47.1% | $6,401-67.4% |
| Admin fee / account holder | $1,273 | $6,484-80.4% | $4,936-74.2% | $11,429-88.9% |