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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 | $19,073 | $60,989-68.7% | $60,906-68.7% | $66,938-71.5% |
| Participation rate | 56.2% | 74.5%-18.3pp | 73.1%-16.9pp | 69.8%-13.6pp |
| Annual return | -22.75% | -9.60%-13.2pp | 16.94%-39.7pp | 1.58%-24.3pp |
| Employer contribution / active EE | $1,031 | $2,661-61.3% | $2,703-61.9% | $2,545-59.5% |
| Participant deferral / active EE | $2,845 | $3,615-21.3% | $3,814-25.4% | $4,238-32.9% |
| Admin fee / account holder | $858 | $338+153.4% | $3,227-73.4% | $594+44.5% |