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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 | $27,404 | $53,162-48.5% | $91,225-70.0% | $68,486-60.0% |
| Participation rate | 40.0% | 63.2%-23.2pp | 73.2%-33.2pp | 67.9%-27.9pp |
| Annual return | -21.00% | -3.14%-17.9pp | 114.12%-135.1pp | -7.85%-13.1pp |
| Employer contribution / active EE | $1,700 | $1,709-0.6% | $2,851-40.4% | $2,597-34.5% |
| Participant deferral / active EE | $2,698 | $2,974-9.3% | $4,233-36.3% | $4,028-33.0% |
| Admin fee / account holder | $1,957 | $4,493-56.4% | $5,422-63.9% | $5,404-63.8% |