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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 | $22,206 | $85,790-74.1% | $67,313-67.0% | $135,379-83.6% |
| Participation rate | 58.8% | 76.5%-17.6pp | 69.1%-10.3pp | 82.6%-23.8pp |
| Annual return | -10.06% | -0.54%-9.5pp | -4.08%-6.0pp | 519.79%-529.9pp |
| Employer contribution / active EE | $2,172 | $3,487-37.7% | $2,566-15.3% | $4,779-54.5% |
| Participant deferral / active EE | $3,755 | $4,651-19.3% | $3,568+5.2% | $5,609-33.1% |
| Admin fee / account holder | $1,042 | $6,392-83.7% | $4,507-76.9% | $10,828-90.4% |